Pennsylvania Office

P (610) 358-8942

F (610) 358-8943

Delaware Office

P (302) 449-0111

F (302) 449-1888


51 Woodland Drive
Glen Mills, PA  19342

291A Carter Drive
Middletown, DE 19709



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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

© 2018 Daniel A. White & Associates, LLC. All right reserved. Built by Atwood Sites.

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August 5, 2019

A recent study shows almost all Americans are leaving money on the table when it comes to Social Security.

How much? And why?

Beneficiaries lost a total of $3.4 trillion in potential income, or $111,000 per household, because they claimed Social Security benefits at...

April 1, 2019

What’s the state of American retirement?

Well, several studies and news stories indicate most Americans don’t have enough saved for retirement and aren’t saving enough to catch up. So, they’ll rely on Social Security, which almost assuredly won’t be enough.

Other tha...

August 13, 2018

Our national debt is out of control – nothing new there. But when I look at the national debt, I see a future of unfunded promises.

That’s because the national debt is just one slice of a bigger, nastier liability pie that could be too much to handle someday.

A good...

July 9, 2018

Last month, the trustee reports came out for Medicare and Social Security.

They get just a blip in the media, if any coverage at all. But if you’ve been reading my blog, you know I bring these up annually.

And in 2018, the message is the same as in years past – the c...

July 17, 2017

Picking stocks is an art form that is dying a passive death. I say “passive” because the influx of passive investing into the market has taken a lot of business from investment advisors.
But investments that track the market, or segments of it, are a house of cards...

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PA OFFICE: (610) 358-8942
DE OFFICE: (302) 449-0111