Families and Financial Planning

Families and Financial Planning Families and Financial Planning While studying Personal Financial Planning (PFP) at Texas Tech University, I noticed in one of my classes of 40 students, I was one of 10 females. Then, I realized that this pattern is the gender distribution in all my PFP courses....

Transform Your New Year’s Resolutions

Transform Your New Year’s Resolutions How are You Doing on Your New Year’s Resolutions? While working with Laura Bereiter, the Director of Tax and Financial Planning here at White Oaks, she assigned the interns the task of writing summer goals. Through this process, it made me reflect on my New Year’s...