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

Have a plan to manage your Restricted Stock Units (RSUs)

Restricted Stock Units (RSUs) are a future promise of stock-based compensations offered to employees as part of their total benefits […]

Contributing to IRAs is an excellent way to save for retirement. Traditional and Roth IRAs offer tax-advantaged benefits, either tax-deferred

Finding meaningful gifts for young adults can be challenging. What can you give them that’s impactful, useful, or has long-term

Unfortunately, most retirement discussions revolve around two figures – the amount you need to save and your expected annual expenses

The Solo 401(k) is a compelling retirement saving option for small-business entrepreneurs. It has all the benefits of a traditional

When you participate in a deferred compensation plan, you can defer part of your salary and income taxes until sometime

Congratulations! You’ve moved up the corporate ladder, steadily increasing your income. The bad news is that you’ve been designated a

When you receive an inheritance via a will, such as a house or cash, or as a beneficiary of an

How to best manage an unexpected financial windfall. Whether it’s an inheritance, a lump-sum retirement payout, proceeds from a business

Even though various tax benefits are available to students and parents who save for college, attend college, and pay back