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

Is converting your term insurance the right answer?

As fee-only CERTIFIED FINANCIAL PLANNER®, professionals, we at Great Oak Wealth Management do not sell life insurance. Our objectivity gives

A Savings Incentive Match Plan for Employees, or SIMPLE IRA, is a retirement plan specifically for small business owners. The

Failing to prepare a comprehensive tax strategy is a quick way to turn your retirement into a not-so-rosy picture. Taxes

If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Once

Throughout your marriage, your wealth will evolve. As future goals become your reality, your perspective on your wealth will shift.

Non-qualified stock options are a benefit often provided to employees as part of their compensation package. If you’ve received a

Updated for 2026 tax law changes under the One Big Beautiful Bill Act (OBBBA) Being able to use your financial

Last updated: February 2026 to reflect how the One Big Beautiful Bill Act (OBBBA) impacts Dynasty Trust planning. If you

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