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Ann M. White - Cetera Advisor Network, LLC - Cottage Grove, OR

 
  • 1807 E Main Street Cottage Grove, OR 97424
  • 541-942-5535
A Holistic Approach Long Term Relationships Strategies Designed for You Professional Management
<strong></strong> <strong></strong> <strong></strong> <strong>Ann M. White, CFP&#174;</strong>

Ann M. White, CFP®

Branch Manager

Meet Ann
<strong>Denise Raymond Parent</strong>

Denise Raymond Parent

Office Manager

Meet Denise
<strong>Varc Jones</strong>

Varc Jones

Registered Representative

Meet Varc

Strategies for Individuals

We can help take the mystery out of preparing for your financial future.

Strategies for Businesses

Special insight and perspective to help business owners pursue their objectives and success.

Strategies for Military and Special Needs Families

Guidance that can help you understand and better define your financial goals.

Helpful Content

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Saving for College 101

Here’s a crash course on saving for college.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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