by Laura Bereiter | Oct 22, 2019 | White Oaks Company News
With Thanksgiving right around the corner, the holidays tend to bring people together. Thanksgiving is a time for reflection and giving thanks. It is also a time to give back, and White Oaks’, Cyndi and I spent some time volunteering with Feed My Starving...
by Laura Bereiter | Oct 22, 2019 | Wealth Management
Tricks and Treats While our business offerings aren’t conducive to any “pumpkin spice” variations, we couldn’t resist an opportunity to incorporate the Halloween spirt into this latest blog post. Money and finances continue to be topics that illicit fear, stress and...
by Laura Bereiter | Sep 23, 2019 | Wealth Management
Open Enrollment Cooler temperatures and colorful leaves are the most obvious signs that we’re about to transition seasons. The new season also means the arrival of the annual open enrollment email in your inbox. It’s easy to make this decision on...
by Laura Bereiter | Aug 26, 2019 | Retirement Planning
When can I retire?…a question of great significance to many individuals. Laura Bereiter, CPA, CFP®, of White Oaks was quoted for answering this very question. The article consists of the Top 11 Retirement Planning Questions Clients Ask. Laura comments,...
by Laura Bereiter | Aug 6, 2019 | Financial Plan, Taxes
State-level laws often take time to catch up with new federal laws, and often times, never align exactly. The funding of K-12 education using 529 plans in Minnesota is no exception. Federal tax law now provides that 529 plans can fund a K-12 education through...
