Daniel A. White & Associates, LLC
Dan White is a Financial Specialist in the tri-state area who focuses his practice on income and transitional planning. As a highly regarded professional in the industry, Dan has been published both nationally and locally. Nationally, you can find him in Fox Business News, Forbes, CNN Money, U.S. News & World Report, Market Watch from Dow Jones, Wall Street Journal, Philadelphia Business Journal, The Delaware County Daily Times, and The Philadelphia Inquirer. Locally, he is known as an expert financial contributor in Kennett Square Neighbor, Garnet Valley Living, West Chester Living, Chadds Ford Neighbors, and East Braford Neighbors Magazines.
On the Money: Taking a Look Back at 2025 and Preparing for 2026 (November 30, 2025)
"The Market is Too Unstable" - with Andrew Wood
"I Don't Have Time" - with Andrew Wood
On the Money: The Rules Concerning RMDs (November 16, 2025)
Social Security Dependent Care Benefits for Older Parents (November 19, 2025)
6th Annual DWA Pie Drive-By
On the Money: The Social Security Cost of Living Adjustment (November 16, 2025)
"I'm Doing My Research" - with Dan Simon
"I Don't Want to Spend Money on Advice" - with Dan Simon
"I Don't Have Enough Money" - with Alison Slezak
"I'm Having a Lot of Health Issues" - with Alison Slezak
"I Can Do It Myself" - with Dan Simon
Thank You for Attending | Alison Slezak
Thank You for Registering | Alison Slezak
From the Desk of Dan White: November 2025
End of the Year Roth Questions (November 5, 2025)
"I Don't Know Who to Trust" - with Dan White
On the Money: Estate planning and living trusts (November 2, 2025)
"It's Too Overwhelming" - with Dan White
"I'm Not Ready" - with Dan White
Social Security and Medicare Announcements (October 29, 2025)
Why DWA?
On the Money: Year-end retirement savings for 2025 (October 26, 2025)
Dan White on Money Matters TV 25 33
5 Things you need to know about 2025 Qualified Charitable Distributions (October 22, 2025)
On the Money: How valuable financial advice really is (October 19, 2025)
Don't just save for retirement, plan your retirement income streams (October 15, 2025)
From the Desk of Dan White - October 2025
On the Money: The types of fraud perpetrated on those approaching retirement (October 12, 2025)