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Forget about Greece – what about Puerto Rico?

Investors started off the last week of June with a global equity sell off sparked by the breakdown of talks between Greece and its creditors. To the surprise of many, Greece walked away from negotiations with its lenders and called for a national referendum on July 5 to determine whether the Greek people are in…

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Three Tax Planning Ideas in Today’s Environment

It’s no secret that today’s tax environment is very complicated. Now, more than ever, taxpayers need to pay close attention to their unique facts and circumstances to make sure they are doing everything possible to minimize the taxes they pay. Here are three planning ideas to consider: Planning Idea #1: Maximize trust distributions when appropriate…

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The Future of Healthcare: Can New Technology Reverse the Trend of Rising Costs?

Although it may not seem that financial planning and healthcare have much in common, the work we do at White Oaks Wealth Advisors is significantly influenced by future expectations of our clients’ health. Indeed, one’s life expectancy and medical costs are some of the most critical factors that will shape the development and implementation of…

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Energizer Money to Keep Going, and Going, and Going

Coming fresh off another Easter holiday, I thought I would borrow a phrase from another popular bunny as a metaphor on longevity risk. Investment portfolio construction should consider and attempt to mitigate numerous risks including; market risk, interest rate risk, default risk, liquidity risk, currency exchange risk, and geopolitical risk. One risk however, that frequently…

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Exiting on Your Own Terms

March 31st marks the 10 year anniversary of the infamous Terri Schaivo case in Florida. The lessons learned from that sad and tragic case should serve as a reminder to everyone that one of your most thoughtful actions you can do for your family in life is to plan for your healthcare in case of…

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Assessing Your Financial Health With 5 Easy Questions

There is no shortage of quick-fix schemes in our world today. Whether it’s a trendy diet, slick business idea, or “get rich quick” investment, these claims (more often than not) over promise and under deliver, leading to disappointment and undesirable outcomes. We at White Oaks Wealth Advisors believe that there is no short cut to…

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