Here’s how ABLE accounts, special needs trusts differ, and how they can work together – Key Points… There are two...
CNBC article summarizing the importance of special needs trusts. Below is link to a recent CNBC article summarizing the importance...
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
Financial firm focuses on future of those with special needs …Walther compares himself to a pilot for the families. “Ninety...
Featured on Inside Information Written by Bob Veres Approximately ten percent of all American families in America have one or more...