Jim White, CFP®, EA, Author at Great Oak Wealth Management

Don’t Disregard the Small Business Pension Plan

A defined benefit plan, or pension plan, provides a guaranteed benefit at the participant’s retirement. Pension plans are a dying […]

As an owner of a small business, your focus is to ensure its long-term success. Often, that’s to the detriment

Disability insurance. Now, that is a riveting topic. No, it’s not exciting or flashy, but it is necessary. Don’t you

Rarely does anyone ever pay gift taxes. That’s right. You probably will never have to pay a gift tax. Ever!

Are you trying to find the perfect gift for your children, grandchildren, nieces, or nephews this season? Instead of getting

It’s that time of year when endless commercials try to entice you to spend, spend, and spend some more. It’ll

Investment risk tolerance is hard to measure, yet it is necessary to determine. The success of your goals and peace

When it comes to financial planning, it’s the simple tasks that have the greatest impact. They take little time or

For many, the dream is to retire young. Unfortunately, even if you think you’re doing a great job saving for

Unsure what fiduciary means? That’s OK, most people don’t, but I aim to fix that. Believe it or not, there