We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. As nice as the opportunity was to share our knowledge, we were even more grateful to read about how our clients, who are featured in the article, feel we have improved their lives ...
Articles & Publications featuring Oak Wealth Advisors
In The Media
- CNBC – Special Needs Families Get New $100K Savings Tool
- CNBC – Setting Up A Special Needs Trust?
- Chicago Tribune - A boy, his sister and Down syndrome
- AARP Magazine - Providing for a Relative With a Serious Illness
- The New York Times - The Psychic Toll Paid in a Special Needs House
- The New York Times - Assuring Care of a Family Member With Special Needs
- Wall Street Journal - Special Tax Deductions for Special Education
- Inside Information – Special Needs, Special Planning
- CFA Institute
- The Washington Post - Before You Buy That Collectible
- Chicago Tribune - Providing Another Teachable Moment
- Financial Advisor- Special Advice for Special Needs Parents
Financial firm focuses on future of those with special needs …Walther compares himself to a pilot for the families. "Ninety percent of flights are not on course but over 99 percent land safely", he said. "People have retirement goals, and we can't forget about their needs. Maybe your goal is for all your kids to go to college, or maybe it's that you want your child with special needs to have safe housing and oversight and opportunities for employment. These are not mutually exclusive. " At her desk down the hall, director of Special Needs Planning Randi Gillespie works with Walther's clients to navigate everything except their financial needs. She connects families with social ...
Featured on Inside Information Written by Bob Veres Approximately ten percent of all American families in America have one or more members who qualify as "special-needs" for financial planning purposes," Mike Walther, of Oak Wealth Advisors, LLC, in Deerfield, IL, is telling me over breakfast at the AICPA PFP Conference in Las Vegas. "I'm shocked," he adds, "at our profession's lack of attention to the unique planning needs of this group. Walther at this moment is picking through a modest breakfast that he has selected from what may be the world's longest, largest buffet, a 50-yard-long array that includes many kinds of prepared eggs, sausages and bacons, pancakes, pastries, speci ...