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,...

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...