Strategies for gifting today There are many options for gifting to loved ones. The goal of a long-term financial plan is to save and invest enough so you can fund their...
Gifting Strategies for Today
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Wealth Management
Journey of Widowhood
Journey of Widowhood: Grief, Trust and Healing Widowhood is a hard and stressful experience for anyone, whatever age you may be. We are dependent on each other in so many...
How I Learned to be Brave
In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To...
Tricks and Treats: How to Make Money Less Scary
Tricks and Treats While our business offerings aren’t conducive to any “pumpkin spice” variations, we couldn’t resist an opportunity to incorporate the Halloween spirt into...
With Fall Comes Open Enrollment
Open Enrollment Cooler temperatures and colorful leaves are the most obvious signs that we're about to transition seasons. The new season also means the arrival of the...
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...
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...
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...