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All posts by: Oak Wealth Advisors Team

Please find important disclosures about this resource HERE.

Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
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Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...
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Compassionate, Dedicated, Patient, Attentive, Empathetic, Nurturing, Resilient, Reliable, Responsible, and Always Available. These are just some of the adjectives that...
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Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching educators to promote empathy and...
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Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate, who has Down syndrome. Holly...
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Wisconsin Governor Tony Evers appoints Ryan McGuire to State Advisory Boards
Ryan McGuire, Senior Consultant for Oak Wealth Advisors, was...
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An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...
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Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...
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Caroline shares everything from how she first got involved, to how it’s shaped her worldview, and how she got a...
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In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...
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Ashley uses her passion and social media savvy to provide advocacy and community for families seeking the best housing and...
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Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability advocate, and owner of Collettey's...
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