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: Financial Planning Articles

David White & Associates  
Wealth Creation & Preservation  
3150 Crow Canyon Place, Suite 200  
San Ramon, CA 94583  







How to Pick a Planner/Mutual Funds Magazine

 





Financial Issues as Retirement draws near




Nine retirement planning checkpoints




Stretch Your IRA across several generations.




Selecting a Reverse Mortgage




Why Your Tax Cut Doesn't Add Up/MSNBC










Licensed for Securities Sales in California.  Licensed for Insurance Sales in California.

CA Insurance LIC: 0504164

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available.

Representatives of AIC do not provide tax or legal advice.
Please consult your tax advisor or attorney regarding your situation. 

Securities and Advisory Services offered through Ameritas Investment Corp.(AIC). Member
FINRA/SIPC.
AIC and David White & Associates are not affiliated. 



David White & Associates  |  Our Purpose  |  Our Services  |  Insurance Companies  |  Investment Companies  |  Online Quotes  |  Accumulation Website  |  Income Distribution Website  |  Opportunities  |  Brokers  |  Endorsements  |  Planning Articles  |  Links  |  Contact Information  |  Advisor Resources/Calendar  |  Calculators



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