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Personal

Our entire team is dedicated to being more than financial advisors; we believe we must be advocates and stewards of our clients’ resources.

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Comprehensive

We provide comprehensive wealth management services because we understand the importance of evaluating, discussing and monitoring all issues affecting a client’s financial life.

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Independent

We are independent advisors, so we have no outside interests, no proprietary products and no affiliations with special interest groups.

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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.

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Do You Owe The AMT?

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.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The Anatomy of Medicare

Here’s a guide to explain all the parts of Medicare.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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