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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
.
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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....
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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...
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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...
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Beware of the Language Minefield
by
Oak Wealth Advisors Team
October 28, 2014
The Special Needs Advisory
0
Language is powerful. It can be used to inspire and empower, but also to dehumanize and ostracize. In the special...
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A boy, his sister and Down syndrome
by
Oak Wealth Advisors Team
September 30, 2014
The Special Needs Advisory
0
Originally Featured in the Chicago Tribune Written by Randi Gillespie It had been a typical morning in our house — kids waking...
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Collaboration Drives Success in School
by
Oak Wealth Advisors Team
August 27, 2014
The Special Needs Advisory
0
The school year brings with it a chance for growth, new experiences, and the comfort of routine. It is also...
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Financial firm focuses on future of those with special needs
by
Oak Wealth Advisors Team
June 22, 2014
In The Media-Articles
,
Special Needs Resources
,
Special Needs Services
,
The Special Needs Advisory
0
The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot for the families. “Ninety percent...
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Do I Really Need A Professional Trustee For My Special Needs Trust?
by
Oak Wealth Advisors Team
June 4, 2014
The Special Needs Advisory
0
Serving as a trustee requires administrative and technical skills in addition to strong interpersonal communication skills. Identifying the appropriate trustee...
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It’s not just a job, it’s_____________.
by
Oak Wealth Advisors Team
September 30, 2013
The Special Needs Advisory
0
The U.S. Navy concludes their marketing pitch above with “an adventure.” While their focus is on recruiting for military service,...
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