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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
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Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Oak Wealth Advisors at 10 Years!
by
Oak Wealth Advisors Team
February 9, 2019
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
The following is my reflection on the journey we have been on at Oak Wealth...
Continue Reading →
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2019 Social Security Increases
by
Oak Wealth Advisors Team
September 28, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
While it will not be official until mid-October, it appears that Social Security benefits will...
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Great News for Families in Illinois with Loved Ones with Special Needs!
by
Oak Wealth Advisors Team
September 17, 2018
The Special Needs Advisory
0
ABLE accounts, which we have strongly recommended for several years, now have the additional benefit...
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New Stock Market Record – Now what?
by
Oak Wealth Advisors Team
August 28, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
,
Investment Principles
0
Wow! The stock market just set a record for the longest bull market period in...
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I Still Wish You Did Not Have Down Syndrome
by
Oak Wealth Advisors Team
June 10, 2018
The Special Needs Advisory
0
From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article...
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Making a Difference | Our Time With Jack
by
Oak Wealth Advisors Team
May 10, 2018
The Special Needs Advisory
0
One of the core missions of Oak Wealth Advisors is to improve the lives of...
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Mental Health Challenges Should Not Define An Individual’s Life
by
Oak Wealth Advisors Team
May 1, 2018
The Special Needs Advisory
0
Having a mental illness presents challenges in individuals’ lives, but it should not define their...
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And Market Volatility is Back!
by
Oak Wealth Advisors Team
February 6, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout...
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Key Tax Numbers for 2018
by
Oak Wealth Advisors Team
January 19, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
While we await the 1099s that report our taxable investment income and taxable IRA distributions...
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ABLE Accounts – Even Better in 2018
by
Oak Wealth Advisors Team
January 11, 2018
The Special Needs Advisory
0
As we start 2018, there are now 31 states offering ABLE accounts and 23 of...
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2018 – You are off to a great start!
by
Oak Wealth Advisors Team
January 9, 2018
2018 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the...
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Mike Walther honored in Investment News
by
Oak Wealth Advisors Team
September 19, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle,...
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Supreme Court Clarifies Free Appropriate Public Education
by
Oak Wealth Advisors Team
March 30, 2017
The Special Needs Advisory
0
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective...
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Planning a Financial Future as the Parent of a Child with Special Needs
by
Oak Wealth Advisors Team
February 9, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
,
In The Media-Articles
0
We were honored to be asked by Make It Better Magazine to provide advice about...
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ABLE ACT UPDATE 2017
by
Oak Wealth Advisors Team
February 3, 2017
The Special Needs Advisory
0
...
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