Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As...
As we approach the end of the third quarter, we want to update you on our views about the markets...
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live...
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...
Please find important disclosures about this resource HERE....
Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and...
Learn from special needs planning experts and peers
Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green...
Watch The Complete Video Below…
A town hall Video discussion covering the most challenging issues facing families with loved ones with...
In the special needs community, the end of supports through the school district can be a frightening time for families....
The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
Wow! The stock market just set a record for the longest bull market period in history. A bull market is...