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...
by Laura Bereiter | May 29, 2019 | Taxes
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...
by Laura Bereiter | May 7, 2019 | Wealth Management
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...
by Laura Bereiter | Apr 8, 2019 | Taxes
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...
