A Brief History of U.S. Taxes

A Brief History of U.S. Taxes Taxes are one of the most discussed items here at White Oaks. We spend time strategizing with clients for upcoming years and identifying ways that we can make sure we are helping our clients achieve their tax goals. Have you ever wondered, though, how this all came to...

Laura Nickolay Featured in Advisory Magazine

Laura Nickolay Featured in Advisory Magazine Financial Advisor Magazine White Oaks is pleased to announce that Laura Nickolay, CPA, CFP® is featured in Financial Advisor magazine. In the article, she shares insight into tax strategy and charitable giving. Through the course of the year, Laura recommends actively...

Have You Heard the News?

Have You Heard the News? Several media stories have featured White Oaks this month. Take a look. AdvisoryHQ puts White Oaks on Best in Minneapolis List White Oaks Wealth Advisors has once again made the list of best advisors in Minneapolis. This award is based on AdvisoryHQ’s criteria...

Tidying Up Your Finances

Marie Kondo is having a moment. The author of The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing is the subject of Netflix’s latest cultural phenomenon Tidying Up with Marie Kondo. In the show, Kondo enters the homes and lives of...

Relationships and Money

Relationships and Money Relationships and money are undeniably intertwined. Regardless of what point of a relationship you are at; there is an element of money underlying it that gets a bit more complicated as time goes on. When you start dating someone, there is the inevitable first dates...