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

Reduce your retirement risk with an effective retirement distribution strategy

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

Retirement is changing; the trend of working in retirement is on the rise for many reasons. We all know retirement

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

If you are a regular reader of this blog, you know there are many ways to save for retirement. Some

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

With interest rates hovering at relatively low levels and many millennials choosing to rent rather than buy, the rental housing

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

Do I stay or do I go? Employees today are facing more choices and transparency in the job market thanks

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