Our entire team is dedicated to being more than financial advisors; we believe we must be advocates and stewards of our clients’ resources.Learn More
We provide comprehensive wealth management services because we understand the importance of evaluating, discussing and monitoring all issues affecting a client’s financial life.Learn More
We are independent advisors, so we have no outside interests, no proprietary products and no affiliations with special interest groups.Learn More
Financial Services, Tax & Legacy Planning
Welcome to M. White Financial Services, home to a team of professionals dedicated to assisting our clients in every aspect of their financial lives.
We encourage you to explore our site and learn more about our organization, our people and the unique way we assist our clients with their wealth management issues. We welcome the opportunity to share this information with you and look forward to becoming personally acquainted with you and your family.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn about the latest sport to sweep the nation with this informative article.
A quick look at how federal income taxes work.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
For some, the social impact of investing is just as important as the return, perhaps more important.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are things about Social Security that might surprise you.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
That big list of dreams and goals isn't the only way to look at your bucket list.
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.