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...

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...

Once I have filed my taxes… now what?

Once I have filed my taxes… now what? Many people experience a mix of uncertainty and dread, maybe even excitement, each spring as they compile their tax information and patiently wait for their tax preparer to finalize their tax returns.  Will I get a refund?  How much am I going to owe?  Did I remember...

The New Mortgage Math

The New Mortgage Math One of the most frequent questions we receive at White Oaks is whether or not to pay off the mortgage on their home. In the past we had a pretty standard answer. If your investments earn more than the interest rate on your mortgage, the financial answer was to keep...