Everything we do is focused on bringing financial order to your life and keeping it that way. We believe too many advisors sell products or ignore the importance of looking at the full financial picture. At White & Associates, we are revolutionizing the industry norms by integrating financial planning, investment management, accounting, tax and estate planning needs into one holistic plan. If you see wisdom in our approach or desire simplicity in today's complex financial world, we would love to help you. |
* Tax and accounting services are not offered through Cambridge Investment Research, Inc.
|
We are now on Facebook! Please click here to follow us! |
Newsletters
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.