Estate planning is hard. Despite death being one of the only certainties in life, we don’t like to plan for it because we don’t like to think about it. In addition to the...
Estate Planning – Overcoming Barriers
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Retirement Planning
Conservative Portfolio in Retirement
Should my portfolio be more conservative in retirement? This is one of the most frequent questions we receive. Some old adages like “My portfolio should have the same...
401k: What You Should do When You Change Jobs
What to do with a pre-existing 401(k) when you change jobs....I recently joined the White Oaks Wealth Advisors team (and I’m so excited!). For my inaugural blog post, I am...
A Benefit I Can’t Wait to Use at 62
A Benefit to Being 62 and Older I love studying and continuing to learn. I loved college and just finished a year-long Stanford program on innovation last month. An...
When Can I Retire?
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...
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...
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...
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. ...
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,...
Investing Strategies for Preserving Wealth
Some find it odd the focus on investing strategies for preserving wealth. After all, most of us spend much of our lives trying to accumulate a comfortable sum to acquire a...
Resources to Help With Aging on Your Own Terms
Now more than ever, we are helping our clients and their families navigate the challenges that come with growing older. Every situation is different. Through our...
9 Financial Planning Mistakes – Part 2
Avoiding mistakes, in comprehensive financial planning, can make achieving the goals and dreams much more effective. Part 1 of this three-part series explored three of the 9...