One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm...
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief. The U.S....
We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. ...
Please find important disclosures about this resource HERE....
Please find important disclosures about this resource HERE....
Please find important disclosures about this resource HERE....
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is equally important as the education...
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we had anticipated, they are the...
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...