All posts by: Oak Wealth Advisors Team

An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...

Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...

Caroline shares everything from how she first got involved, to how it’s shaped her worldview, and how she got a...

In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...

Ashley uses her passion and social media savvy to provide advocacy and community for families seeking the best housing and...

Rosemary Alfredo shares her inspiring journey with her daughter, Collette, a 32-year-old motivational speaker, disability advocate, and owner of Collettey's...

Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive experience managing pooled trusts that...

Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...

What is the most important document you can create to help ensure that your loved one has the best possible...

Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...

With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...

Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...