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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The true cost of raising a child may be far more than you expect.
Here are five facts about Social Security that are important to keep in mind.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn when it may not make sense to file a claim on your home insurance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
You’ve made investments your whole life. Work with us to help make the most of them.