by Laura Bereiter | Jun 11, 2020 | Financial Plan
Is it time to introduce your financial advisor to your adult children? You’ve likely had a relationship with your financial advisor for many years now. Your advisor knows a good deal about you and your family, but what does your family know about your advisor? Would...
by Laura Bereiter | May 14, 2020 | White Oaks Company News
The White Oaks’ family is excited to welcome Isaac Benner as he begins his summer internship with us. Isaac’s internship will begin virtually as he works from his college home in Duluth, but we are hopeful that he will be able to work from our Minneapolis office later...
by Laura Bereiter | May 6, 2020 | Taxes
Revisiting Your Property Taxes As the saying goes, April showers bring May…property tax payments. Or maybe it’s flowers? Regardless, spring can mean different things to all of us, but one common denominator in Minnesota is the payment of one-half of our property...
by Laura Bereiter | Feb 24, 2020 | Best Practices
Your health and travel. Zipping up your suitcase and heading to the airport to embark on a new adventure is exciting. But the to-dos that happen before you leave might not generate the same level of enthusiasm. For example, booking flights, confirming accommodations,...
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...
