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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When to start? Should I continue to work? How can I maximize my benefit?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Make your retirement as exciting as your next vacation.
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
All about how missing the best market days (or the worst!) might affect your portfolio.