Daniel A. White and Associates, LLC

Daniel A. White and Associates, LLC Daniel A. White & Associates was founded in 1987.

Firm founder and licensed insurance agent Daniel White has focused his niche practice solely on addressing the distinctive financial needs for those nearing retirement and those who are retired.

THROWBACK THURSDAY 💫📸 We dug into the photo archives and found this gem of Dan from the 1990s during his Wilmington Fina...
06/25/2026

THROWBACK THURSDAY 💫📸

We dug into the photo archives and found this gem of Dan from the 1990s during his Wilmington Financial Group days!

Looking back at old photos is always a reminder of how quickly time flies. Some of us remember the 90s like it was yesterday... while others are wondering how it's already considered "throwback" material!

What was your favorite thing about the 1990s? Music? Movies? Fashion? Let us know in the comments!

FROM THE DWA BLOG ✍️ "Good luck, Mr. Warsh"Kevin Warsh, the new Federal Reserve Chair, has a tough road ahead.Before he ...
06/25/2026

FROM THE DWA BLOG ✍️

"Good luck, Mr. Warsh"

Kevin Warsh, the new Federal Reserve Chair, has a tough road ahead.

Before he took over, Warsh’s predecessor Jerome Powell oversaw his final meeting and there were four dissenting votes. The last and only time there were four dissenting votes was October 1992.

Read on: https://danwhiteandassociates.com/good-luck-mr-warsh/

Are you prepared for the retirement you've worked so hard to achieve?Join us for a complimentary retirement planning sem...
06/22/2026

Are you prepared for the retirement you've worked so hard to achieve?

Join us for a complimentary retirement planning seminar designed to help you better understand your options for income, investments, taxes, and long-term financial confidence.

Whether you're approaching retirement or already enjoying it, you'll walk away with valuable information to help you make informed decisions for the future.

👉 See upcoming seminar dates and reserve your seat:
https://danwhiteandassociates.com/retirement-planning-sem/

06/22/2026

ON THE MONEY MONDAY 💵

"Social Security benefits often overlooked for survivors and ex-spouses"

Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 37 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show, On the Money.

Check out the latest episode below!

Happy Father's Day from all of us at Dan White & Associates!Today, we celebrate the fathers, grandfathers, stepfathers, ...
06/21/2026

Happy Father's Day from all of us at Dan White & Associates!

Today, we celebrate the fathers, grandfathers, stepfathers, and father figures who have worked tirelessly to provide, protect, and support the people they love.

We hope your day is spent doing what matters most: making memories with the people you love!

Happy Father's Day!

FROM THE GLOSSARY 📋️ "Trust"A legal entity created by an individual in which one person or institution holds the right t...
06/19/2026

FROM THE GLOSSARY 📋️

"Trust"

A legal entity created by an individual in which one person or institution holds the right to manage property or assets for the benefit of someone else. Types of trusts include: Testamentary Trust – A trust established by a will that takes effect upon death; Living Trust – A trust created by a person during his or her lifetime; Revocable Trust – A trust in which the creator reserves the right to modify or terminate the trust; Irrevocable Trust – A trust that may not be modified or terminated by the trustor after its creation.

Check out more here: https://danwhiteandassociates.com/glossary/

FROM THE DWA BLOG ✍️ "Speculative and Concentrated"The stock market seems incredibly strong right now – huge earnings re...
06/18/2026

FROM THE DWA BLOG ✍️

"Speculative and Concentrated"

The stock market seems incredibly strong right now – huge earnings results, all-time highs, and so on. If you only look at the surface level, everything seems fine.

But the market is deeply split, highly concentrated, and driven by speculative trading. We’re living in an unhealthy market.

Read on: https://danwhiteandassociates.com/speculative-and-concentrated/

06/17/2026

FINANCIAL WELLNESS WEDNESDAY ✅

Dan White and Associates keeps listeners in the Philadelphia and Delaware Region up to date with the most pressing financial issues. Each week, one of our advisors presents the "Tip of the Day" on The Rick Jensen Show (WDEL) on Wednesdays.

This week, Andrew's topic is: "Strengthening Social Security Act"

Check it out below! 🔈

06/15/2026

ON THE MONEY MONDAY 💵

"Avoiding retirement savings mistakes"

Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 37 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show, On the Money.

Check out the latest episode below! 👇

Address

51 Woodland Drive
Glen Mills, PA
19342

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+16103588942

Website

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