All posts by: Oak Wealth Advisors Team

Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative opportunities for people with disabilities...

Policy changes aren’t immediate after the election - With a new administration going into the White House next year, there...

Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...

Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...

Compassionate, Dedicated, Patient, Attentive, Empathetic, Nurturing, Resilient, Reliable, Responsible, and Always Available. These are just some of the adjectives that...

Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching educators to promote empathy and...

Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate, who has Down syndrome. Holly...

Wisconsin Governor Tony Evers appoints Ryan McGuire to State Advisory Boards
Ryan McGuire, Senior Consultant for Oak Wealth Advisors, was...

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...