New Year, New Required Minimum Distribution

New Year, New Required Minimum Distribution As soon as the clock strikes midnight on New Year’s Eve and a new calendar year officially begins, our inboxes are flooded with emails from clients requesting the calculation and processing of their required minimum distribution (RMD).  Ok, perhaps that is a bit of an...

Tax Reform Has Changed Everything

Tax Reform Has Changed Everything Laura Nickolay spent two days at the Minnesota Society of CPAs conference (TAX18) on November 12 and 13th, 2018. Laura stays up to date with all things tax related, especially tax planning, for our clients and this year is especially interesting because, as Laura...

Helping Others and Protecting Yourself

Laura Nickolay went to work with Habitat for Humanity last week. The team was led by an agent in an insurance agency. Volunteering made Laura consider insurance protection. White Oaks Wealth Advisors recommends you revisit your insurance protections every 3 to 5...