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

A Dynasty trust is a powerful way to protect your wealth for (and from) your heirs

If you would like to provide for multiple generations of heirs, one of the best options to achieve that goal […]

Several relevant provisions of the Tax Cuts and Job Act (TCJA) are on track to expire in 2025. Taxpayers today

Finding your way after college is stressful — it’s the start of your career, with new financial responsibilities and endless

Money is one of the last things you want to think about after the loss of a loved one. To

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

Medical professionals are in a unique situation when they launch their careers. They, more often than not, are saddled with

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

Being a stay-at-home parent is an extraordinary calling. Stay-at-home dads (SAHDs) and stay-at-home moms (SAHMs) are everyday examples of heroes

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

Towards the end of the year, we all begin to think about giving. Do you know how to implement a