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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

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.

Ann M. White, CFP®

Branch Manager

Meet Ann

Denise Raymond Parent

Office Manager

Meet Denise

Varc Jones

 Registered Representative

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Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

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

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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