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Our Awards
Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
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Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
HERE
.
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Around Town with Mike Walther
by
Oak Wealth Advisors Team
October 8, 2022
In The Media-Articles
0
Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain...
Read More →
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Down Syndrome Awareness Month – A Homecoming Celebration!
by
Oak Wealth Advisors Team
October 3, 2022
The Special Needs Advisory
0
...
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Strategies for a Successful School Year
by
Oak Wealth Advisors Team
August 30, 2022
The Special Needs Advisory
0
Parents can play an important role in their child’s education by developing a strong partnership with teachers and support staff....
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Does a Recession Cause Stock Prices to Fall?
by
Oak Wealth Advisors Team
August 16, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Does a Recession Cause Stock Prices to Fall? Does a Recession Mean That Our Investment Results Will Get Worse? Short...
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ABLE Account Updates | August 2022
by
Oak Wealth Advisors Team
August 3, 2022
The Special Needs Advisory
0
To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few resources and make you aware...
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Here’s how ABLE accounts, special needs trusts differ … and how they can work together
by
Oak Wealth Advisors Team
August 2, 2022
In The Media-Articles
0
Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither...
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988 and The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
July 12, 2022
Special Needs Services
,
The Special Needs Advisory
0
New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual suffering from a mental health...
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Reasons to Stay Invested During Recessions
by
Oak Wealth Advisors Team
June 21, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Many stories have been written recently suggesting the economy is headed into a recession. Given that most recessions are officially...
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Planning for Progress and Summer Fun
by
Oak Wealth Advisors Team
June 6, 2022
The Special Needs Advisory
0
Here are suggestions for summer supports and services your family may be interested in pursuing: Extended School Year (ESY) - If your...
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Creating a special needs trust? Here are the costs, what you need to know and who to use
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
,
The Special Needs Advisory
0
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
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FREE FOOD?
by
Oak Wealth Advisors Team
May 20, 2022
The Special Needs Advisory
0
With food prices soaring, is your loved one with special needs taking advantage of their right to have the government...
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She Found Her Voice | A heartwarming story
by
Oak Wealth Advisors Team
April 23, 2022
The Special Needs Advisory
0
And I was worried that she would never speak or develop self confidence… There are mornings when my alarm does...
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