White Oaks Insights

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....

Gift Card Fraud – Protect Yourself

Gift Card Fraud – Protect Yourself

'Tis the season for gift cards! Gift cards have become a very popular and easy way of gifting, and scammers and fraudsters are waiting out there to take advantage of retailers and consumers. I would like to share our experience of gift card fraud with you, so you can...

Lending Money to Family

Lending Money to Family

A situation we see here at White Oaks often is our clients want to help family. One way to do this is by a family loan. Whether to a parent, a sibling or a child, our clients often feel an altruistic pull to help family out by lending them money. This can often be a...

Trusts: Top Ten Reasons Why

Trusts: Top Ten Reasons Why

Just like school subjects get more complex as you age; so too, does managing your finances. Sure, you may have established a standard will and healthcare directive early in your financial life. Those, however, may not address the more complex needs you have as you age...

Is It Time To Refinance?

Is It Time To Refinance?

Mortgage rates are at two-year lows and continue to be significantly less than the historical average. With home values holding and/or increasing in most markets many homeowners are wondering if now might just be the perfect opportunity to refinance. After all, last...

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...

World Elder Abuse Awareness Day

World Elder Abuse Awareness Day

Once again, I attended the World Elder Abuse Awareness Day (WEAAD) conference. The Earle Brown Heritage Center in Brooklyn Center, Minnesota held the event. WEAAD was created to recognize the significance of elder abuse. Elder abuse is a growing social and financial...

Helping Women Executives Fly

Helping Women Executives Fly

Since 1986, Sharon Bloodworth and the White Oaks' team have been helping women executives fly. White Oaks works with many women executives as clients. A panel discussion for the Minneapolis-St. Paul Business Journal, on Women Executives in Finance, featured Sharon....

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...

Funding an Education

Funding an Education

Springtime always brings about a change in the greeting card aisle. There are suddenly caps and gowns adorning the cards with the year splashed across for good measure. The selection often includes money-holders. For most graduates, however, the funds they find in...

What to Do When the Honeymoon is Over

What to Do When the Honeymoon is Over

I’m married. I have a husband. My last name is different. All those things still sound surreal to me, but they are now parts of my everyday life! After a truly perfect wedding and then a honeymoon on the beach, life is back to normal. However, there are a few newlywed...

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