IN THE MEDIA…
- CNBC – Special Needs Families Get New $100K Savings Tool
- CNBC – Setting Up A Special Needs Trust?
- CNBC – How to Set Up a Special Needs Trust
- Featured in Investment News – Making Dreams Come True for Clients
- Chicago Tribune – A boy, his sister and Down syndrome
- AARP Magazine – Providing for a Relative With a Serious Illness
- The New York Times – The Psychic Toll Paid in a Special Needs House
- The New York Times – Assuring Care of a Family Member With Special Needs
- Wall Street Journal – Special Tax Deductions for Special Education
- Inside Information – Special Needs, Special Planning
- CFA Institute
- The Washington Post – Before You Buy That Collectible
- Chicago Tribune – Providing Another Teachable Moment
- Financial Advisor- Special Advice for Special Needs Parents
Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store in Northbrook. He made certain that Maddy Gillespie, daughter of Randi Gillespie, was working the morning he arrived. Although she was working in the back tediously folding pink Crumbl cookie boxes, Mike informed the front staff that he was only going to place his order with Maddy. Until that time, Maddy had never worked in the front of the store, nor had she ever “presented” the famous Crumbl cookie to any customer. That did not matter to Mike. He wanted to create an additional vocational experience for Maddy and of course, his request was granted!
Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither can be used to pay for certain basic expenses covered…
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored to be a major contributor to the article. Please share the article with your friends who have loved ones with special needs to reinforce the importance of the trusts in their family’s planning.
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten years ago. Thank you for helping us get where we…
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm with a $5 million minimum. His wife asked him what…
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. As nice as the opportunity was to share our knowledge, we were even more grateful to read about how our clients, who are featured in the article, feel we have improved their lives
The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot for the families. “Ninety percent of flights are not on course but over 99 percent…
Featured on Inside Information Written by Bob Veres Approximately ten percent of all American families in America have one or more members who qualify as “special-needs” for financial planning purposes,” Mike…