Author name: Jim White, CFP®, EA

Jim White is the founder of Great Oak Wealth Management, a fee-only, fiduciary financial planning firm known for its straight-talking, strategy-first approach. With over 20 years of experience helping high-income earners, families, and business owners simplify the complex, Jim brings a grounded, engaging voice to conversations around financial planning, tax strategy, retirement, and wealth management. Whether he’s speaking to a group of physicians, executives, or fellow advisors, Jim makes money talk feel approachable, insightful—and sometimes even fun.

Social Security

Budgeting, Planning, Retirement

How Much will Your Retirement Rely on Social Security?

By Jim White, CFP®, EA / June 30, 2015

The Social Security Administration (SSA) assumes your Social Security benefit will only replace 30% of your annual pre-retirement earnings. Even […]

retirement cash flow

Budgeting, Planning, Retirement

5 Steps to Improve your Cash Flow Now and in Retirement

By Jim White, CFP®, EA / June 15, 2015

You’ve diligently contributed to your retirement plans for 30+ years. Hopefully, you had the opportunity to open a Roth IRA,

Backdoor Roth IRA

Planning, Retirement

The Backdoor Roth IRA: Sneak into the benefits

By Jim White, CFP®, EA / May 29, 2015

The backdoor Roth IRA is an excellent conversion strategy that allows you to contribute to a Roth even if your

new website

All Dressed Up and Ready to Go: Our Brand New Website Design

By Jim White, CFP®, EA / May 15, 2015

Hello friends, and welcome to the official rebranding of Great Oak Wealth Management! We’ve been working hard over the past