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Oak Wealth Advisors’ Publications | All

I hope everyone is sheltering safely and taking all necessary precautions.  Your health will always be more important than the...
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I greatly appreciate your patience with your investment portfolio during these stressful times.  As I have been explaining, the most...
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This week has seen the world stock markets reverse from all-time highs into negative performance for 2020.  Despite the volatility...
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Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
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SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
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To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
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Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
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Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
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Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
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Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
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A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
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Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
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Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
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Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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