All posts by: Oak Wealth Advisors Team

Guest Speakers - Dan & Samuel Habib, The Emmy award winning father-son filmmaking team behind My Disability Roadmap and The...

We have new income tax planning software that we have been rolling out with clients in 2025. This software identifies...

Special Needs Financial Planning Tip No 10 by Mike Walther of Oak Wealth Advisors: Coordinate your planning with your relatives’...

Guest Speaker - Rick Hayduk, CEO of Good Shepherd Hospitality, known for the Good Shepherd hotel located in Clemson, South...

In this month's installment, Randi Gillespie shares our next tip #9, from our Top 10 Special Needs Financial Planning Series....

We are excited to welcome Jonathan Chavez Montenegro as our new intern in the Madison, WI office! Read more about...

Special Needs Financial Planning Tip #8 by Mike Walther of Oak Wealth Advisors: Develop A List of Future Caregivers…...

Guest Speaker - Amy McCarty: Partner at Monahan Law Group in Chicago, Amy is recognized as a leading attorney in...

The Think Differently Database Act, which mandates the creation of a comprehensive national resource database for individuals with disabilities and...

More good news to start 2025 for recent beneficiaries of inherited IRA accounts. If you inherited an IRA in 2020...

Oak Wealth Advisors is thrilled to announce that Ryan Niemiller, the talented comedian who placed third in his season on...

Tip number 7 is to establish an ABLE Savings Account to benefit an individual with a disability.…...