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....

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...

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...

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...

National Healthcare Decisions Day

National Healthcare Decisions Day April 16th is a pretty important date. Besides it being my daughter’s birthday (Happy Birthday Grace!), it is National Healthcare Decisions Day! On this day, we encourage all of you to discuss and plan for care before an illness or emergency occurs.  Having a health...