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Expert insights to help make sense of your financial world.

Explore by Topic

Financial Planning

  • Emergency Fund Cash
  • 529 College Savings Plan Unused
  • Your Adult Children and Financial Advisor
  • Families and Financial Planning
  • Relationships and Money Management
  • Helping Others and Protecting Yourself
  • The Conundrum of Financial Planning Math

Investing

  • Fees 101
  • Inflation Basics: Cost of Living
  • Gold – A Precious Holding in Your Portfolio
  • The Debate Over Dividend Stocks
  • Investment Diversification – Part II
  • Investment Diversification – Part I
  • How to Invest Money
  • Investing Strategies for Preserving Wealth

Wealth Management

  • Helping Parents with Bill Paying
  • Unclaimed Property Searches
  • Gifting Strategies for Today
  • Journey of Widowhood
  • How I Learned to be Brave
  • Tricks and Treats: How to Make Money Less Scary
  • Tips for Preventing Fraud
  • What to Do When the Honeymoon is Over

Taxes

  • Choosing a Tax Preparer
  • Tax Considerations of a Second Home
  • Once I have filed my taxes… now what?
  • New Year, New Required Minimum Distribution
  • The New Mortgage Math
  • Navigating Minnesota’s Residency Requirements
  • Tax Projections: Be Proactive Now to Avoid a Surprise in April

Retirement Planning

  • Should My Portfolio be More Conservative in Retirement?
  • 401K: What You Should Do When You Change Jobs?
  • A Benefit I Can’t Wait to Use at 62
  • When Can I Retire?
  • Financial Independence: The New Dream
  • Spring Cleaning Your Social Security Benefits
  • Resources to Help With Aging on Your Own Terms
White Oaks Wealth Advisors

© 2021, White Oaks Wealth Advisors, Inc. All rights reserved.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Offices

MINNEAPOLIS

5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416
612.455.6900

SARASOTA

1717 2nd Street
Suite C
Sarasota, FL 34236
941.361.9000

Services

  • Fee-Only Financial Planning
  • Investment Management
  • Wealth Management
  • Family Office Services
  • Trust Services

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