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...
Below you will find a link to our 2025 Key Financial Numbers document. This document is meant to serve as...
Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative opportunities for people with disabilities...
Policy changes aren’t immediate after the election - With a new administration going into the White House next year, there...
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...