847-945-8888
Serving Clients Nationwide

Please find important disclosures about this resource HERE.

All posts by: Oak Wealth Advisors Team

Please find important disclosures about this resource HERE.

This week has seen the world stock markets reverse from all-time highs into negative performance for 2020.  Despite the volatility...
Read More →
Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
Read More →
SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
Read More →
To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
Read More →
Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
Read More →
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
Read More →
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
Read More →
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
Read More →
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
Read More →
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
Read More →
Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
Read More →
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
Read More →