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...
Knowledge Base
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...
Spring Cleaning Your Social Security Benefits
The snow outside makes it feel like this is finally the year that spring will never arrive. However, we’ve all been through this before and know that it always does. As you...
Extravagant Valentine’s Day Gifts
My husband hates the commercialism of Valentine’s Day. So a few years ago I told him, just write me a poem. He has an amazing use of the English language so I was hoping...
Relationships and Money Management
Interestingly, there are endless possibilities when it comes to relationships and money management. Many jokes and stories affirm that the issue is not a rare one at all. ...
New Year, New Required Minimum Distribution
As soon as the clock strikes midnight on New Year’s Eve and a new calendar year officially begins, our inboxes are flooded with emails from clients requesting the...