About David White

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So far David White has created 9 blog entries.

When to Start Receiving Retirement Benefits

Categories: Knowledge Center|


If you are not currently receiving Social Security benefits, WFA Wealth Managers is pleased to assist you in developing an optimized claiming strategy.  All we need to get started is a copy of your personal “Social Security Statement” (if you are married, we need your spouse’s statement as well).  Your personal Social Security Statement can […]

What is a Variable Annuity?

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Optimizing Your Social Security Claiming Strategy

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How does WFA Wealth Managers assist clients in Developing an Optimized Social Security Claiming Stategy?

Categories: Blog, Knowledge Center, Videos|

What is the Optimal Age to Claim Social Security Benefits?

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What is Wealth Management?

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Saving for a College Education

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is very much front-of-mind for most parents. The following piece, compliments of JPMorgan Asset Management, highlights that saving for College may not be enough. With the higher-than-normal inflation rates for College Tuition, savings needs to be properly invested to secure the total funding of a child’s College Education.   “Few moments in life bring more feelings of […]

California Housing Sales

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A recent survey from the California Association of Realtors indicates that roughly 50% of residential listing sold in the State in 2013 sold at a price above the listing price.CaliforniaHousing

Minimum Wage Standards

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In a recent article that appeared in Barron’s titled “The Minimum Wage is No Friend of the Poor”, author Gene Epstein debates whether minimum wage standards should be abolished because the regulation “decrees that the unskilled can’t accept certain low-wage offers, thereby condemning many to joblessness”.   Astonishingly, he points out “Critics will respond that abolition […]

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