White Pine Wealth Management

07/23/2025

Remarrying is a significant milestone that brings the promise of new beginnings and the joy of building a life with a new partner. However, the dynamics of a second marriage often differ from those of the first. Partners may bring children from previous marriages and substantial assets into the new union, which can impact the financial landscape. Before you exchange vows, it’s crucial to have open discussions about finances and establish the necessary protections for your children and your legacy. This checklist will guide you through the essential steps to help ensure a secure and harmonious financial future together.

{{acf.metatag_description}}

07/16/2025

When planning for the financial and healthcare needs of older adults, it is often assumed that family members, such as children, grandchildren, or nieces and nephews, will be available to provide care and support. However, this assumption does not reflect the reality for a significant portion of the aging population.

While the prospect of navigating the future alone can feel daunting, aging independently does not mean aging in isolation. With the right planning and resources, solo agers can lead fulfilling, secure, and empowered lives. We offer guidance and strategies to help solo agers prepare for the future and thrive in their later years.

https://whitepinewm.com/blogs/resources/future-proofing-your-life-essential-planning-for-solo-agers

{{acf.metatag_description}}

07/09/2025

Traveling internationally requires several moving parts outside of just booking the hotel, flight, and excursions. There are several things that travelers need to be prepared for to help make sure that they are safe and able to travel without any disruptions. In the link below, we list 5 key preparations you should make before you embark on your trip.

https://whitepinewm.com/blogs/resources/preparing-for-international-travel

07/03/2025

White Pine Wealth Management wishes you a happy and safe 4th of July!

As a reminder our office will be closing early today, July 3rd at 1:00pm. We will be closed tomorrow, Independence Day, a NYSE holiday. We will resume summer business hours Monday, July 7th at 8:30am.

06/25/2025

As consumers in the digital world, the content that we see on our phones is like a digitally curated universe. Websites, apps, and search engines use our demographics, interests, and behaviors to form a marketing strategy that delivers a personalized algorithm that is most relevant to us to get us to engage. Some people even joke about thinking of a product and then seeing it appear on their screen.

Using the link below, check out some tips on how wealth builders can still enjoy luxuries like shopping sprees, travel, and concerts while also being cognizant of overspending from influence.

https://whitepinewm.com/blogs/resources/de-influencing-how-to-avoid-overspending-in-a-digital-world

{{acf.metatag_description}}

06/20/2025

White Pine Wealth Management wishes you a happy first day of summer! Enjoy the sun and fun! What are you looking forward to doing this summer?

06/19/2025

Our office will be closed today, June 19th, in observance of Juneteenth, a NYSE holiday. We will resume summer business hours on Friday, June 20th.

06/15/2025

Happy Father’s Day from White Pine Wealth Management!

06/13/2025

This June, in recognition of Men’s Health Month, we’re highlighting the importance of men prioritizing their health and well-being. While general health practices like eating well, getting enough sleep, and exercising are essential, there are also specific health challenges that disproportionately affect men and are often overlooked.

This month, we’re focusing on two key issues: infrequent healthcare visits and the stigma surrounding mental health. By addressing these topics, we hope to encourage men to check in with their bodies and minds to live their healthiest, most fulfilling lives.

https://whitepinewm.com/blogs/resources/mens-health-month

{{acf.metatag_description}}

06/11/2025

How prepared are you for a long, fulfilling life? Longer life expectancy means rethinking retirement. Make sure your home, career, and investments are ready for the future. Click the link below to learn more!

https://whitepinewm.com/blogs/resources/living-longer-means-rethinking-retirement-and-careers

{{acf.metatag_description}}

06/06/2025

Turning 65 soon? It's time to navigate the world of Medicare. It’s important to understand how it differs from your current insurance so you can make informed decisions about your health coverage. Dive into the details to help with a smooth transition to Medicare.

Click the link below to learn more about Medicare!

https://whitepinewm.com/blogs/resources/new-to-medicare-heres-what-you-need-to-know-2

06/03/2025

For many, home ownership is the ticket to building wealth. But for millennials and older Gen Zs, achieving that milestone has become a lot more challenging due to soaring home prices, higher mortgage rates, low housing stock, and personal debt incurred along the way.

Click the link below to learn more about what to expect during the home buying process.

https://whitepinewm.com/blogs/resources/what-to-expect-during-the-home-buying-process