Kati White-Hartman

Kati White-Hartman Values driven financial planning. Helping to empower women to take control of their finances and futures.

Happy Pride Month! Honoring the voices, stories and impact of the LGBTQ+ community today and every day.
06/02/2026

Happy Pride Month! Honoring the voices, stories and impact of the LGBTQ+ community today and every day.

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
05/31/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/29/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

Learn five ways to manage risk and stay on track during stock market volatility, from asset allocation to cash buffers.
05/27/2026

Learn five ways to manage risk and stay on track during stock market volatility, from asset allocation to cash buffers.

troweprice.com

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/23/2026

As you get closer to retirement, there are important milestones that come as you celebrate specific birthdays. Read this Retirement Planning Milestones resource to learn more about the financial milestones that may be coming up.

massmutualascend.com

05/21/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.

Breaches are rampant; stay calm, educate yourself on scams, and reinforce controls to protect assets now.
05/19/2026

Breaches are rampant; stay calm, educate yourself on scams, and reinforce controls to protect assets now.

transamerica.com

05/17/2026

At Raymond James, relationships are the foundation of everything we do. From first conversations to lasting partnerships, we're proud to put clients first. That's the power of personal.
https://www.raymondjamesconnect.com/vHlPF

You've crunched the numbers and pinched your pennies, but there are retirement factors to consider in addition to money:
05/15/2026

You've crunched the numbers and pinched your pennies, but there are retirement factors to consider in addition to money:

money.com

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911 Diamond Park
Meadville, PA
16335

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Tuesday 8:30am - 4:30pm
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Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30am

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+18143332155

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