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

College vs. Retirement: A Battle for Your Savings Is the Wrong Approach

Pitting savings for college vs. retirement is counterproductive to your and your student’s financial health. They are not mutually exclusive. […]

The Achieving a Better Life Experience Act (ABLE), establishing tax-advantaged savings accounts for people with disabilities, was passed by Congress

A successful retirement isn’t just about how much you save. There are other financial and non-financial considerations you must take

Many companies have been adding the Roth 401(k) option to their retirement plans since they became available in 2006. Unfortunately,

You donate to your favorite charity each year because it makes you feel good to support a cause that means

Let’s not beat around the bush. In most cases, purchasing life insurance for your children’s lives wastes money. It’s easy

Ah, retirement! Traveling, volunteering, or just being happy not having to work. Whatever your retirement dreams are, paying for medical

Selecting the right advisor who fits you well is crucial for your financial future. You will be basing significant decisions

If you’re an independent contractor, contingent employee, temporary employee, on-call worker, or whatever new name comes down the pike, you

When do you want to begin receiving Social Security? All too often, the answer is as soon as possible and