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Top 10 Financial Terms

Submitted by White Oak Wealth Management on September 8th, 2020

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans.

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When Filing for a Tax Extension Makes Sense

Submitted by White Oak Wealth Management on March 10th, 2020

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends to sneak up on you in the least enjoyable way.

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Social Security Facts for 2019

Submitted by White Oak Wealth Management on January 16th, 2020

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

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How to Protect Your Personal Data Online

Submitted by White Oak Wealth Management on December 12th, 2019

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

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Why Should I Think About Retirement Planning?

Submitted by White Oak Wealth Management on July 24th, 2019

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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Don’t Like Where You are Financially? Change Your Behavior

Submitted by White Oak Wealth Management on June 10th, 2019

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.

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Finance Lessons for Your Teen

Submitted by White Oak Wealth Management on May 2nd, 2019

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.

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Top 15 Money Management Tips

Submitted by White Oak Wealth Management on March 8th, 2019

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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Tax Planning Basics

Submitted by White Oak Wealth Management on February 6th, 2019

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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Five Ways to Save on Healthcare Costs

Submitted by White Oak Wealth Management on January 7th, 2019

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.

Here are just a few:

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Recent Blog Posts

  • Top 10 Financial Terms
  • When Filing for a Tax Extension Makes Sense
  • Social Security Facts for 2019

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Securities offered through LPL Financial. Member FINRA/SIPC.

White Oak Wealth Management and Cory L Robinson CPA, P.C. are their own entities and are not affiliated with LPL Financial.


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