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

6 Rules of Investing Like a Pro to Reap the Long-Term Rewards

Over the short term, stocks and bonds go up, and stocks and bonds go down. Sometimes significantly and sometimes at […]

Series I bonds hold a unique position within one’s portfolio. With restrictions on where and how much can be purchased,

Investing involves assuming a certain amount of risk for the desired investment return. This acceptance of risk is called your

Many different types of retirement savings accounts may be available to you throughout your career. While there are many similarities

A Simplified Employee Pension IRA, or SEP IRA, is an easy, low-cost way to offer retirement benefits to employees for

As my husband and I recently learned, no singular piece of advice truly prepares you for your first baby. It

A big part of retirement planning is deciding where to live during your golden years. The possibilities are wide-ranging but

Investment properties diversify your portfolio but also add a layer of complexity to your finances. Ownership structure options, depreciation, and

Incentive Stock Options (ISOs), also called qualified stock options, are used by employers to attract, reward, and retain employees. Unlike

The FIRE movement is a trend that has gained significant traction in recent years. The traction is primarily thanks to