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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
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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THE ABLE ACT – One Year Later
by
Oak Wealth Advisors Team
December 10, 2015
The Special Needs Advisory
0
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special...
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What retirement spending rate is safe?
by
Oak Wealth Advisors Team
October 19, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
When it comes to retirement spending, everyone wants a simple rule for how much of...
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2015 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
July 21, 2015
The Special Needs Advisory
0
The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and...
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ABLE ACT: Mid-Year Update
by
Oak Wealth Advisors Team
July 1, 2015
The Special Needs Advisory
0
Six months after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special...
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Housing Options For Family Members With Special Needs
by
Oak Wealth Advisors Team
June 2, 2015
The Special Needs Advisory
0
For most families, living with their adult child or parent with special needs is the...
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Welcoming the ABLE Act
by
Oak Wealth Advisors Team
December 29, 2014
The Special Needs Advisory
0
Congress has done little since the passing of the Americans with Disabilities Act of 1990...
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Beware of the Language Minefield
by
Oak Wealth Advisors Team
October 28, 2014
The Special Needs Advisory
0
Language is powerful. It can be used to inspire and empower, but also to dehumanize...
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A boy, his sister and Down syndrome
by
Oak Wealth Advisors Team
September 30, 2014
The Special Needs Advisory
0
Originally Featured in the Chicago Tribune Written by Randi Gillespie It had been a typical morning in...
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Collaboration Drives Success in School
by
Oak Wealth Advisors Team
August 27, 2014
The Special Needs Advisory
0
The school year brings with it a chance for growth, new experiences, and the comfort...
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Financial firm focuses on future of those with special needs
by
Oak Wealth Advisors Team
June 22, 2014
In The Media-Articles
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Special Needs Resources
,
Special Needs Services
,
The Special Needs Advisory
0
The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot...
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Do I Really Need A Professional Trustee For My Special Needs Trust?
by
Oak Wealth Advisors Team
June 4, 2014
The Special Needs Advisory
0
Serving as a trustee requires administrative and technical skills in addition to strong interpersonal communication...
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It’s not just a job, it’s_____________.
by
Oak Wealth Advisors Team
September 30, 2013
The Special Needs Advisory
0
The U.S. Navy concludes their marketing pitch above with “an adventure.” While their focus is...
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