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...
Knowledge Base
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...
Funding an Education
Springtime always brings about a change in the greeting card aisle. There are suddenly caps and gowns adorning the cards with the year splashed across for good measure. The...
Once I have filed my taxes… now what?
Many people experience a mix of uncertainty and dread, maybe even excitement, each spring as they compile their tax information and patiently wait for their tax preparer to...
Tidying Up Your Finances
Marie Kondo is having a moment. The author of The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing is the subject of Netflix’s latest...