All posts by: Oak Wealth Advisors Team

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...

We are very excited to announce the launch of our podcast, Special Needs Voice.
The podcast will feature guests from around...

Below you will find a link to our 2024 Key Financial Numbers document. This document is meant to serve as...

Personal Finance alum Ryan McGuire on his passion for special needs financial planning. During his studies as a Personal Finance...

Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...

Mike Walther of Oak Wealth Advisors explains the important reasons on how and why to go about freezing your credit....

First, I wanted to touch on recent market events. As many of you may have seen in the news and...