Blogs
Tax-Efficient Strategies for Affluent Families in 2025
Smart tax strategies are key for affluent families to shield wealth and reduce taxes. Don't wait—get ahead of the changes today!
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Navigating Market Volatility in Retirement
Retirement can be unpredictable—are you prepared? Learn how to navigate market volatility in an effort to shield your nest egg before it's too late.
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Important Tax Deductions for Small Businesses & Startups in 2025
As a small business owner or startup, your goal is to retain more of your profits to reinvest in your company or support your family. In 2025, there are numerous tax deductions available to reduce your income tax burden and keep more of your hard-earned income.
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Why AI Isn't the Best Answer for Your Finances
AI can handle many tasks, but it can't give personalized guidance. A human advisor offers advice that aligns with your unique financial situation. Learn more in our latest post.
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Year-End Tax Strategies
Save on taxes before 2025! Read our insights to explore year-end strategies like retirement contributions & tax-loss harvesting.
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Your End-of-the-Year Checklist for Small Business Owners
As 2024 wraps up, set your small business up for success in 2025. Read our tips and let's get you ready for what's ahead!
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Life Insurance Month: Plan Ahead for You and Your Family
Life insurance: More than just a safety net. Discover how cash value policies can build wealth and provide financial flexibility.
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Don't Let Emotional Investing Control Your Wealth
You don't want your emotions steering your financial decisions. Read our latest post to stay on track by managing your investments with a clear, focused strategy.
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Get to Know Our Team: Tiffany
Meet Tiffany L. Grinder, the heart of our client service team at White Oak Wealth Partners! January 2025 marks her tenth year with us, and with 17 years of customer service experience, her professionalism and organizational skills are unparalleled. Read on to learn more about Tiffany's role, her interests, and her life outside work.
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Insights and Trends: Our Midyear Market Update
Want to understand how consistent growth and stable interest rates affect your investments? Check out our midyear market review for insights!
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Get to Know Our White Oak Wealth Partners Team: Travis Bert
Get to know Travis Bert, an experienced, independent wealth coach and paraplanner working with the White Oak Wealth Partners team.
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How to Sell Your Business and Strive to Pay As Little in Taxes As Possible
Want to optimize profits from selling your business by reducing your tax burden? Discover effective strategies to use when exiting planning.
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The 5 Biggest Financial Mistakes I See
Investors can run into trouble if they don't plan. Learn the five biggest financial mistakes I encounter every day—and how to fix them.
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Preserve Your Wealth: Understanding the Importance of Estate Planning
Shield your loved ones' future and safeguard your assets with proper estate planning. Learn how to plan for the unexpected.
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Preparing for Widowhood: Essential Steps for Financial Readiness
Facing the unexpected is never easy. If widowhood struck tomorrow, would your finances be ready? Let's talk about the steps you can take to prepare.
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Do You Have a Long-Term Care Plan?
7 out of 10 people will need some form of long-term care during their lifetime. Don't leave your long-term care plan to chance. We can help.
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How to Transfer Wealth to the Next Generation
Leave a legacy and create a bright future for the next generation. Read our tips for transferring wealth in this comprehensive guide.
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Give Yourself a Financial Plan Tune-Up and Prepare for 2024
Ready to face 2024 head-on? It's time to assess and strengthen your financial strategy.
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Is a Cash Balance Plan or Defined Benefit Plan Right for Your Company?
Cash balance plan vs. defined benefit plan: Gain clarity on the choice that's best for your business, employees, and your bottom line.
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Don't Let These Financial Mistakes Ruin Your Retirement
Don't let a financial setback ruin your retirement dreams. Learn how to avoid these common mistakes in our latest article.
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Saving & Generosity: How a Donor-Advised Fund Could Help You Do Both
Saving money and being generous don't have to be mutually exclusive. You can do both! Here's how.
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Is Debt Ever Healthy? How to Tell the Difference Between Good and Bad Debt
Debt isn't inherently good or bad. When used as part of a financial strategy, it could help you build wealth over time.
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The Biggest Financial Mistakes I See With High-Income Earners
Even high-income earners can fall prey to common mistakes. Safeguard your wealth and avoid these pitfalls by following our tips.
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SVB & Signature Bank Collapsed: Why Banks Fail & How to Protect Your Savings
Two major banks collapsed in three days. Here's what consumers need to know about safeguarding their savings.
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Financial Advisor Compensation: Fee-Based vs. Commission
When it comes to wealth management done right, a blend of commission and fee-based services might be the best fit for you.
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Why I Became a Financial Advisor
Money impacts every aspect of our lives. Mike became a financial advisor to add value to others' lives by helping them with their finances.
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6 Books to Grow and Preserve Your Wealth Tax Efficiently
Here are some of my favorite books that deliver tax saving strategies and how life insurance designed for wealth accumulation can be a terrific compliment to your portfolio, if not the foundation of it.
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