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Our Principles
Wealth Management
Special Needs
Special Needs Services
Special Needs Resources
Special Needs Advisories
Top Ten Recommendations
Publications
Special Needs Advisories
Deep Rooted Thoughts
In The Media
Presentations
About
About Us at Oak Wealth
Our Relationships
Contact Us | Our Location
FAQS
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Oak Wealth Advisors’ Publications | All
Oak Wealth Advisors’ Publications | All
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Welcome to 2021 – Our shared thoughts on three topics…
by
Oak Wealth Advisors
January 19, 2021
2021 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
We are grateful for the trust you have placed in us and thankful that you...
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2021 Key Numbers | A Giving Tuesday Gift For Your 2021 Planning
by
Oak Wealth Advisors
December 1, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
Happy Giving Tuesday, In the spirit of giving, Oak Wealth Advisors would like to share with...
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Cybersecurity Advice – Freeze your Credit
by
Oak Wealth Advisors
November 9, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
We want to share a piece of cybersecurity advice. FREEZE YOUR CREDIT. There are three...
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Reporting Changes
by
Oak Wealth Advisors
August 28, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
As we have experienced in recent months, technology is becoming increasingly important in all aspects...
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Things are looking up…
by
Oak Wealth Advisors
August 25, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
As summer comes to an end and students attempt to return to school, we want...
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The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors
June 25, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
Not all life insurance is the same. Term life insurance and Permanent life insurance vary...
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Schwab Purchase of TD Ameritrade Update
by
Oak Wealth Advisors
June 10, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
More than six months after Schwab agreed to purchase TD Ameritrade, the U.S. Government anti-trust...
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Oak Wealth Advisors Commentary on Social Justice
by
Oak Wealth Advisors
June 3, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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The Special Needs Advisory
Our Views on Social Justice The status quo will not do. As a firm that...
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Essential Parenting Tip From a Mom with a Daughter with Special Needs
by
Randi Gillespie
April 26, 2020
The Special Needs Advisory
When Experiencing Turbulence in Life, Put Your Own Mask on First I feel challenged by...
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Developing Life Skills While Sheltering In Place
by
Randi Gillespie
April 20, 2020
The Special Needs Advisory
DEVELOPING MY DAUGHTER’S LIFE SKILLS WHILE SHELTERING IN PLACE My daughter Maddy is learning how...
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“So, You’re the New Substitute Teacher?”
by
Randi Gillespie
April 13, 2020
The Special Needs Advisory
If you have school-age children like I do, they likely have completed their second or...
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Special Needs Income Tax Minimization Strategies | Podcast
by
Oak Wealth Advisors
March 29, 2020
The Special Needs Advisory
...
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Time to make lemonade from the lemons
by
Oak Wealth Advisors
March 24, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
I hope everyone is sheltering safely and taking all necessary precautions. Your health will always...
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Some Thoughts About The Stock Market Recovery
by
Oak Wealth Advisors
March 13, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
I greatly appreciate your patience with your investment portfolio during these stressful times. As I...
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Smart Investors Don’t Panic Even When the News is Unsettling
by
Oak Wealth Advisors
February 28, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
This week has seen the world stock markets reverse from all-time highs into negative performance...
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