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,...

Tax Considerations of a Second Home

Tax Considerations of a Second Home Based on a survey done by Statista in the fall of 2018, almost 15% of Americans surveyed said yes when asked if they owned a second home[1].  This likely comes as no surprise to those of us that live in cabin country and among snowbirds who flock to somewhere warmer...

What to Do When the Honeymoon is Over

What to Do When the Honeymoon is Over I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect wedding and then a honeymoon on the beach, life is back to normal. However, there are a few newlywed...

Once I have filed my taxes… now what?

Once I have filed my taxes… now what? Many people experience a mix of uncertainty and dread, maybe even excitement, each spring as they compile their tax information and patiently wait for their tax preparer to finalize their tax returns.  Will I get a refund?  How much am I going to owe?  Did I remember...