by Laura Bereiter | Dec 20, 2019 | Retirement Planning
Why You Shouldn’t Ignore the SECURE Act Finally, three years after first discussed, Congress has passed the SECURE Act as part of the most recent spending bill. President Trump is expected to sign it today. It contains some of the biggest changes to retirement...
by Laura Bereiter | Dec 18, 2019 | Wealth Management
In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To oversimplify a truly great program, we focused on going from fear-based behaviors to a discovery...
by Laura Bereiter | Nov 18, 2019 | Financial Plan
Planning Ideas to Consider as 2019 Winds Down We tend to blame a lot of things on the weather – aches and pains, disrupted sleep schedules, longer than normal commuting times, etc. The list goes on. My experience tells me that the rush to dig into financial planning...
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...
