Do you ever wonder how to invest money? We all would like to have a pleasant retirement. Knowing how to invest money effectively gives you the financial freedom to do so....
Knowledge Base
Relationships and Money
Relationships and money are inarguably intertwined. How do you go about handling the delicate balance of the two? In this article we explore communication on relationships and money.
Giving Back and the 3 T’s
For many, giving back is a central theme for the Holiday Season. The gift of giving originates from many influences. Religious training for...
Freezing Your Credit
This week, temperatures are in the single digits and Minnesotans are freezing! It has us thinking of another type of freeze - the credit freeze. This is one of the most...
Concierge Financial Advice
As people graduate to different levels of financial success their needs change. To me, the word ‘concierge” often comes to mind when seeking specialized help. When it comes...
Best Way To Invest Money Strategies.
Of course, seeking the best way to invest money is clearly a topic for anyone that has put a few dollars away for the future. As usual, seeking the easiest way and the best...
Lottery Fever
Lottery Fever Are you one of the hopefuls who is holding on to a potential $1.6 billion payout Mega Millions ticket? Here are a few things you might not be thinking about!I...
Helping Others and Protecting Yourself
Laura Nickolay went to work with Habitat for Humanity last week. The team was led by an agent in an insurance agency. Volunteering made Laura consider insurance protection....
Investment Diversification, Part I
Diversification Video, part I Join Alex Duty, CFA, CIPM, as he delves into the functionality of diversification. Learn more about investment strategies and the science of a...
The Conundrum of Financial Planning Math
With little question, financial planning math is a critical element to shining a bright light on the best path forward for a secure retirement and financial future. Yet,...
Eight Great Cybersecurity Tips Made Simple
October is Cyber Security month. Our Director of Operations, Micki Larson, has compiled a list of top tips to help ensure your cyber security. Eight Great Cybersecurity Tips...
The New Mortgage Math
One of the most frequent questions we receive at White Oaks is whether or not to pay off the mortgage on their home. In the past we had a pretty standard answer. If your...