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Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
HERE
.
Video | Learn from special needs planning experts and peers
by
Oak Wealth Advisors Team
June 17, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
0
Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with...
Read More →
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FREE National Parks pass for people with disabilities
by
Oak Wealth Advisors Team
June 5, 2019
The Special Needs Advisory
0
People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over...
Read More →
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Back To School – For How Long?
by
Oak Wealth Advisors Team
April 30, 2019
The Special Needs Advisory
0
In the special needs community, the end of supports through the school district can be a frightening time for families....
Read More →
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Oak Wealth Advisors at 10 Years!
by
Oak Wealth Advisors Team
February 9, 2019
ARTICLES ABOUT OAK WEALTH ADVISORS
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In The Media-Articles
0
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
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2019 Social Security Increases
by
Oak Wealth Advisors Team
September 28, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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Great News for Families in Illinois with Loved Ones with Special Needs!
by
Oak Wealth Advisors Team
September 17, 2018
The Special Needs Advisory
0
ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
Read More →
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New Stock Market Record – Now what?
by
Oak Wealth Advisors Team
August 28, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
,
Investment Principles
0
Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
Read More →
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I Still Wish You Did Not Have Down Syndrome
by
Oak Wealth Advisors Team
June 10, 2018
The Special Needs Advisory
0
From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
Read More →
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Making a Difference | Our Time With Jack
by
Oak Wealth Advisors Team
May 10, 2018
The Special Needs Advisory
0
One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
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Mental Health Challenges Should Not Define An Individual’s Life
by
Oak Wealth Advisors Team
May 1, 2018
The Special Needs Advisory
0
Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
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And Market Volatility is Back!
by
Oak Wealth Advisors Team
February 6, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
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Key Tax Numbers for 2018
by
Oak Wealth Advisors Team
January 19, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
Read More →
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