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

The Secret Way to Save Money – Recast Instead of Refinance

You’re probably familiar with the concept of refinancing your mortgage, the process of getting a new loan to lower your […]

It’s no wonder the 401(k) has become the primary source of retirement income for most retirees. It’s easy to participate

The Tax Cuts and Jobs Act of 2017 is the most significant change to the tax code in 30 years.

The new year is fast approaching, a favorite time to set goals to improve your physical and mental well-being. But

Spousal Social Security benefits are often confusing and misunderstood. They are designed to benefit recipients based on their spouse’s or

A Roth conversion is an attractive way to generate tax-free growth and retirement income. Even though everyone qualifies to use

It’s hard to wrap your head around annuities in the best of times. The task becomes even more challenging when

Not long ago, having your mortgage paid off was a retirement right of passage, a time of celebration. However, many

Whether this is your first or third marriage, getting on the same financial page as you start your happily ever

Retirement is about doing what you want, such as traveling, spending time with your grandchildren, or enjoying hobbies when you