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Oak Wealth Advisors’ Publications | All

Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability. Read why it is a mistake to not have these in place… For individuals with a significant disability, SSI is...
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Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life skills planning, remaining proactive with their planning needs is an essential component to the success of your loved one’s future....
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Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those of Special Needs, failing to communicate your intentions to your relatives is a mistake. Do you have a Trustee or...
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While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As of November 1, 2019, any prescription, referral, or order for medical tests must be written by a medical professional who...
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As we approach the end of the third quarter, we want to update you on our views about the markets and the positioning of investments in your portfolio. YES – 2019 has been another volatile year for the investment markets...
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When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live interdependently in safe houses in our desired neighborhoods, feel integrated with the community, and be close to our loved ones. ...
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Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people think that their will dictates where all of their assets will go after they die. While wills and Trusts identify...
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Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and informative workshop that will help you create long-term plans for your loved one with special needs Sept 11, 2019 at...
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Learn from special needs planning experts and peers

Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green Bay Road, Glencoe IL 60022...

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Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with disabilities....
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over 2,000 federal recreation sites across the country. Included are National Parks, National Wildlife Refuges, National Forests, and other federal recreation...
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In the special needs community, the end of supports through the school district can be a frightening time for families. There is no consistent age at which services end among the various states. Oak Wealth Advisors has produced a first-of-its-kind...
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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 are today. Over the last ten years, it has been...
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While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in 2019.  This will be the largest cost-of-living adjustment since 2012. Assuming the 2.8% adjustment is implemented, those receiving a maximum...
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