When can I retire?...a question of great significance to many individuals. Laura Bereiter, CPA, CFP®, of White Oaks was quoted for answering this very question. The article...
Knowledge Base
Families and Financial Planning
Families and Financial Planning While studying Personal Financial Planning (PFP) at Texas Tech University, I noticed in one of my classes of 40 students, I was one of 10...
The Debate Over Dividend Stocks
Alex Duty, our portfolio manager, wrote a great white paper on dividend investing. Dividend investing is a popular strategy and one we come across from incoming clients. ...
Lending Money to Family
A situation we see here at White Oaks often is our clients want to help family. One way to do this is by a family loan. Whether to a parent, a sibling or a child, our...
Gift Card Fraud – Protect Yourself
'Tis the season for gift cards! Gift cards have become a very popular and easy way of gifting, and scammers and fraudsters are waiting out there to take advantage of...
Tips for Preventing Fraud
Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to...
Trusts: Top Ten Reasons Why
Just like school subjects get more complex as you age; so too, does managing your finances. Sure, you may have established a standard will and healthcare directive early in...
Transform Your New Year’s Resolutions
How are You Doing on Your New Year’s Resolutions? While working with Laura Bereiter, the Director of Tax and Financial Planning here at White Oaks, she assigned the interns...
Is It Time To Refinance?
Mortgage rates are at two-year lows and continue to be significantly less than the historical average. With home values holding and/or increasing in most markets many...
Financial Independence: The New Dream
A noticeable trend is a desire for financial independence over the traditional notion of retirement. Some may wonder what is the difference in financial independence. It is...
Tax Considerations of a Second Home
Based on a survey done by Statista in the fall of 2018, almost 15% of Americans surveyed said yes when asked if they owned a second home[1]. This likely comes as no...
What to Do When the Honeymoon is Over
I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect...