All posts by: Oak Wealth Advisors Team

In our 1st Quarter Market Update, Mike Walther discusses the current state of the market and the returns we have...

IRA distribution rules have changed several times over the past several years so we want to make sure that you...

Ep. 4 – Blaine Brockman Blaine is the Chair of the ARC of Ohio and was instrumental in the creation...

211 Wisconsin – Connecting you with thousands of nonprofit and government services in your area. Wisconsin residents have access to...

Financial Planning For Children With Special Needs my529 met Neil Mahoney of Oak Wealth Advisors at a recent event where...

This podcast on spotify will feature guests from around the country, highlighting some of the amazing leaders in the special...

Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...

“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...

Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...

Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...

Curious about the market impact of this year's upcoming elections? Mike Walther breaks down the data findings and offers insights...

Watch Video - Mike Walther of Oak Wealth Advisors explains - Predictions about future investment market performance often have more...