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

Why Finding The Right Financial Advisor Is In Your Best Interest

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

Children learn a lot of things in high school and college. Unfortunately, financial responsibility is usually not one of them.

Most people know they need life insurance but don’t know how much. If you have loved ones you want to

When most people think of retirement savings, they think of 401(k)s, IRAs, and other retirement accounts. What about your home

Which is more important, saving for retirement or your children’s college tuition? From a financial standpoint, the answer is clear

If you have to worry about taxes in retirement, that’s a good thing. Why? It means you’ve done your part

4%, 6%, or 10% of your income. Which number sounds good to you? Is saving for retirement just picking a

A defined benefit plan, or pension plan, provides a guaranteed benefit at the participant’s retirement. Pension plans are a dying