White Oaks Insights
3rd Quarter Economic and Market Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® answers the most frequent investor questions. With all the election anguish increasing stress on investors, this video may help cut through the noise. We’ve put time markers next to each question...
401k: What You Should do When You Change Jobs
What to do with a pre-existing 401(k) when you change jobs....I recently joined the White Oaks Wealth Advisors team (and I’m so excited!). For my inaugural blog post, I am writing about a topic I am personally going through right now. I am not unique in changing jobs...
How to Keep Upbeat During COVID
COVID has been hard on everyone, and harder on some – many people were filled with anxiety, fear and uncertainty about their lives and health as the world changed around them. Now that we have settled in to our new normal, that initial fear has lessened, both in the...
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...
Economic and Market Update for 3Q 2020
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® offers her under-the-hood views of the economy relative to the headlines. This includes the economic news, how businesses are fairing, taking a peek into the political landscape, as well as the...
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: 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
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
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...
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
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...
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
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
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...
White Oaks 1Q20 Economic and Market Outlook Update
In this economic review video, White Oaks CEO, Sharon Bloodworth, CFP® discusses the stock market swings amid coronavirus uncertainty as well as details and benefits of the CARES Act relief.