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

Financial Gift Giving

Are you trying to find the perfect gift for your children, grandchildren, nieces, or nephews this season? Instead of getting […]

It’s that time of year when endless commercials try to entice you to spend, spend, and spend some more. It’ll

Investment risk tolerance is hard to measure, yet it is necessary to determine. The success of your goals and peace

When it comes to financial planning, it’s the simple tasks that have the greatest impact. They take little time or

For many, the dream is to retire young. Unfortunately, even if you think you’re doing a great job saving for

Unsure what fiduciary means? That’s OK, most people don’t, but I aim to fix that. Believe it or not, there

My last blog post, “Know the rules when using a 529 plan,” received a lot of feedback, so I decided to

Whether you are trying to save for elementary, secondary, or post-secondary education, a 529 Plan is still the best game

I always stress the importance of having an emergency fund at every opportunity. You can have the best intentions and

Sometimes, life and your judgment get in the way of your retirement savings. You’re in a dilemma, need some cash,