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All posts by: Oak Wealth Advisors Team

Please find important disclosures about this resource HERE.

Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
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As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
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On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief.  The U.S....
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We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
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Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive.  Your role is equally important as the education...
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As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts.  As we had anticipated, they are the...
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Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor.  Individuals lack the ability to sign documents...
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A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
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