White Oaks Insights

Gifting Strategies for Today

Gifting Strategies for Today

Strategies for gifting today There are many options for gifting to loved ones.  The goal of a long-term financial plan is to save and invest enough so you can fund their lifestyle and live comfortably in retirement. Additionally, the hope is to be able to leave a...

Vacation Home Rental

Vacation Home Rental

Vacation Home Rental Tax Treatment and Other Considerations A vacation home, be it a cabin, lake house, or a warm-weather escape from harsh winters, can be a great asset for your family to use and enjoy. These second homes are so often where we gather with loved ones...

Journey of Widowhood

Journey of Widowhood

Journey of Widowhood: Grief, Trust and Healing Widowhood is a hard and stressful experience for anyone, whatever age you may be. We are dependent on each other in so many ways, and this type of loss is very significant to us. Because I have no immediate family here in...

529 College Savings Plan Unused

529 College Savings Plan Unused

What to do with an unused 529 college savings plan You have done your due diligence and opened a 529 college savings plan for your child. The account has grown, and your child is just about ready to enroll in college. Suddenly, your child’s need for the account...

Your Adult Children and Financial Advisor

Your Adult Children and Financial Advisor

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...

White Oaks’ Summer Intern

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...

From Minnesota to Sarasota

From Minnesota to Sarasota

White Oaks operates nationally, with our headquarters in Minneapolis, and our second office in Sarasota, Florida. I am a born and bred Minnesotan, but I craved living in a warmer climate. Given the chance, I jumped at the opportunity to work in our Florida office. We...

Beware of COVID-19 Scams

Beware of COVID-19 Scams

We all know about the Nigerian prince scams, the IRS phone scams, and the email phishing scams. Now, bad players are taking advantage of the public with COVID-19 scams. This pandemic has brought about feelings of stress, grief, anxiety and worry. Unfortunately, that...

Property Tax Refunds

Property Tax Refunds

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...

Are you tired of being stuck inside?

Are you tired of being stuck inside?

Things to do while stuck inside.   One thing I have learned about myself in this corona virus crisis is that I am a social animal.  Working from home, while nice for my pets, has been isolating.  Some people hate noise, I hate silence.   I have been inspired to find...

Managing Stress & Wellness

Managing Stress & Wellness

How do we manage our stress and wellness these days? We are not mental health experts, but we are great at connecting resources.  We are all unique human beings, with different pasts and different temperaments.  We all react differently to stress.  A great link from...

Cybersecurity and Coronavirus

Cybersecurity and Coronavirus

An increased dependence on digital technology heightens as more employees are allowed to work from home during the Coronavirus or COVID-19. Also, more people are shopping online and kids are finishing their school year online as well.   This heightened use of digital...

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