We are very excited to announce the launch of our podcast, Special Needs Voice.
The podcast will feature guests from around...
Below you will find a link to our 2024 Key Financial Numbers document. This document is meant to serve as...
Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance...
Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...
Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to go about freezing your credit....
First, I wanted to touch on recent market events. As many of you may have seen in the news and...
Early in his career, Mike Walther, of Oak Wealth Advisors faced down a stiff wind in his face—a wind that...
Oak Wealth is proud to announce that its founder and president, Mike Walther, was chosen by Investment News for their...
In this video, I, Ryan McGuire, Senior Consultant at Oak Wealth Advisors, provide a recap of the market performance in...
In this video, I provide an update on planning opportunities created by the Secure Act that may be relevant to...
In this video, I, Ryan McGuire, Senior Consultant with Oak Wealth Advisors, provide an update on the market for August...
In this video, I, Ryan McGuire, Senior Consultant for Oak Wealth Advisors, provide a comprehensive market update for June 2023....