Special Needs Financial Planning Tip #8 by Mike Walther of Oak Wealth Advisors: Develop A List of Future Caregivers…...
Guest Speaker - Amy McCarty: Partner at Monahan Law Group in Chicago, Amy is recognized as a leading attorney in...
The Think Differently Database Act, which mandates the creation of a comprehensive national resource database for individuals with disabilities and...
More good news to start 2025 for recent beneficiaries of inherited IRA accounts. If you inherited an IRA in 2020...
Oak Wealth Advisors is thrilled to announce that Ryan Niemiller, the talented comedian who placed third in his season on...
Tip number 7 is to establish an ABLE Savings Account to benefit an individual with a disability.…...
For more than a decade, we have collaborated with various disability organizations to create artwork for our Oak Wealth Advisors...
At the beginning of 2024, we launched The Special Needs Voice, our original podcast, which highlights individuals and organizations in...
Guest Speaker Angie Gallus - Vice President of Mission Advancement at KLN Family Brands and co-founder of Finley’s a dog...
Our goal is to help 10,000 people over the next 10 years! The future of Oak Wealth Advisors is very...
With 2025 on the horizon, Neil Mahoney discusses some end of the year planning items and important reminders heading into...
Guest Speaker Katie Arnold - Executive Director of Our Place of New Trier, is dedicated to helping individuals with intellectual...
Guest Speaker JJ Hanley - Deputy Chief Officer at the Office of the Illinois State Treasurer, shares her expertise on...
Plant-A Insights Group and Newsweek's America's Top Financial Advisory Firms 2025 was awarded in December...
Over the past 10 years, Oak Wealth Advisors has made it a priority to partner with organizations that provide meaningful...