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

Know your inherited annuity options to discover the tax savings

It’s hard to wrap your head around annuities in the best of times. The task becomes even more challenging when […]

Not long ago, having your mortgage paid off was a retirement right of passage, a time of celebration. However, many

Whether this is your first or third marriage, getting on the same financial page as you start your happily ever

Retirement is about doing what you want, such as traveling, spending time with your grandchildren, or enjoying hobbies when you

Pitting savings for college vs. retirement is counterproductive to your and your student’s financial health. They are not mutually exclusive.

The Achieving a Better Life Experience Act (ABLE), establishing tax-advantaged savings accounts for people with disabilities, was passed by Congress

A successful retirement isn’t just about how much you save. There are other financial and non-financial considerations you must take

Many companies have been adding the Roth 401(k) option to their retirement plans since they became available in 2006. Unfortunately,

You donate to your favorite charity each year because it makes you feel good to support a cause that means

Let’s not beat around the bush. In most cases, purchasing life insurance for your children’s lives wastes money. It’s easy