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

Breaking Down Rule 72(t): How to Access Your Retirement Funds

Rule 72(t) allows you to access your retirement savings without penalty before age 59 ½. But, although the rule provides […]

We are officially in the swing of gift-giving season! Mastering financial gift strategies is a blend of art and science.

A taxable investment account is an ideal savings tool for those who want to save additional funds. Whether you wish

We all know that starting and building a family is not a cheap or one-time outlay. It’s a longstanding big-ticket

Young professionals have a steep learning curve when it comes to finances. When meeting with clients no longer in the

A taxable investment account can supercharge your overall savings. No hoops to jump through, just a straightforward process to get

We are all pretty used to planning our finances around certain life events. Can I afford to change jobs? When

Life insurance serves the purpose of protecting your family and heirs against the inevitable risk of death. It sounds morbid,

How are you managing your financial life? For many, thinking about investments, savings, or insurance is overwhelming. But taking control

The backdoor Roth strategy is a sweet loophole in the tax code that allows individuals who would otherwise be disqualified