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All posts by: Oak Wealth Advisors Team

Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...
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Supported Decision Making (SDM) is a mechanism that empowers individuals with disabilities…to maintain their decision-making capacity with the assistance of...
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(Posted on the AbleVoices Facebook Page May 8, 2024) Congratulations to AbleVoices photographer, Alyssa Ray! Her photograph was selected by...
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Episode 6 - Featuring Judy Reilly The enthusiastic Director of the U Conn Center for Neurodiversity and Employment Innovation. Judy shares...
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In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...
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IRA distribution rules have changed several times over the past several years so we want to make sure that you...
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Ep. 4 – Blaine Brockman Blaine is the Chair of the ARC of Ohio and was instrumental in the creation...
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211 Wisconsin – Connecting you with thousands of nonprofit and government services in your area. Wisconsin residents have access to...
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Financial Planning For Children With Special Needs my529 met Neil Mahoney of Oak Wealth Advisors at a recent event where...
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This podcast on spotify will feature guests from around the country, highlighting some of the amazing leaders in the special...
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Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...
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“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...
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