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.

Retirement Savings

Planning, Retirement

7 retirement savings blunders you need to avoid

By Jim White, CFP®, EA / July 14, 2015

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

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