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

Estate Planning before a loss in four steps

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 compensation offered to employees as part of their total benefits

Medical professionals are in a unique situation when they launch their careers. They are, more often than not, 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 parents are everyday heroes who don’t wear capes. The calling to

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

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