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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
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
HERE
.
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ABLE ACT UPDATE 2017
by
Oak Wealth Advisors Team
February 3, 2017
The Special Needs Advisory
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...
Read More →
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2016 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
October 7, 2016
The Special Needs Advisory
0
...
Read More →
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Oak Wealth Advisors expertise featured on CNBC
by
Oak Wealth Advisors Team
September 12, 2016
Special Needs Resources
0
...
Read More →
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Recommendations For More Successful I.E.P. Meetings
by
Oak Wealth Advisors Team
August 8, 2016
The Special Needs Advisory
0
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is equally important as the education...
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ABLE Accounts—Now they exist!
by
Oak Wealth Advisors Team
June 2, 2016
The Special Needs Advisory
0
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, Talk to your Special Needs Advisor
by
Oak Wealth Advisors Team
December 14, 2015
The Special Needs Advisory
0
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...
Read More →
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THE ABLE ACT – One Year Later
by
Oak Wealth Advisors Team
December 10, 2015
The Special Needs Advisory
0
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
Read More →
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What retirement spending rate is safe?
by
Oak Wealth Advisors Team
October 19, 2015
2015 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
When it comes to retirement spending, everyone wants a simple rule for how much of their savings they can safely...
Read More →
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2015 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
July 21, 2015
The Special Needs Advisory
0
The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and resources available across the country....
Read More →
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ABLE ACT: Mid-Year Update
by
Oak Wealth Advisors Team
July 1, 2015
The Special Needs Advisory
0
Six months after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
Read More →
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Housing Options For Family Members With Special Needs
by
Oak Wealth Advisors Team
June 2, 2015
The Special Needs Advisory
0
For most families, living with their adult child or parent with special needs is the reality. However, the optimal situation...
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Welcoming the ABLE Act
by
Oak Wealth Advisors Team
December 29, 2014
The Special Needs Advisory
0
Congress has done little since the passing of the Americans with Disabilities Act of 1990 to improve the lives of...
Read More →
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