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America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
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Special Needs Resources
Blog
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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ABLE ACT UPDATE 2017
by
Oak Wealth Advisors Team
February 3, 2017
The Special Needs Advisory
0
Please find important disclosures about this resource HERE....
Continue Reading →
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2016 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
October 7, 2016
The Special Needs Advisory
0
Please find important disclosures about this resource HERE....
Continue Reading →
+
Oak Wealth Advisors expertise featured on CNBC
by
Oak Wealth Advisors Team
September 12, 2016
Special Needs Resources
0
Please find important disclosures about this resource HERE....
Continue Reading →
+
Recommendations For More Successful I.E.P. Meetings
by
Oak Wealth Advisors Team
August 8, 2016
The Special Needs Advisory
0
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is...
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ABLE Accounts—Now they exist!
by
Oak Wealth Advisors Team
June 2, 2016
The Special Needs Advisory
0
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we...
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Before Signing, Talk to your Special Needs Advisor
by
Oak Wealth Advisors Team
December 14, 2015
The Special Needs Advisory
0
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack...
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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
,
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...
Continue Reading →
+
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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