Giving Thanks by Giving Back

Giving Thanks by Giving Back 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...

With Fall Comes Open Enrollment

With Fall Comes Open Enrollment 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...

When Can I Retire?

When Can I Retire? 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,...