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

The Comprehensive Guide to Employee Stock Purchase Plans (ESPPs)

A Qualified employee stock purchase plan (ESPP) is an employer benefit in which employees can purchase company stock through payroll […]

The Rule of 55 is a provision that allows penalty-free withdrawals from an employer retirement plan if you leave a

Healthcare-related costs are the elephant in the room for retirees, how do retirees over 65 pay for healthcare-related costs? Medicare

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