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Oak Wealth Advisors’ Publications | All

Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth Advisors for an engaging and...
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Learn from special needs planning experts and peers

Thursday, Sept 26, 2019
7:00 – 8:30 pm
Takiff Center Community Hall
999 Green...

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Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with...
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over...
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In the special needs community, the end of supports through the school district can be a frightening time for families....
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The following is my reflection on the journey we have been on at Oak Wealth Advisors since our inception ten...
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While it will not be official until mid-October, it appears that Social Security benefits will be rising by 2.8% in...
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ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
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Wow! The stock market just set a record for the longest bull market period in history. A bull market is...
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From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
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One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
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Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
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We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no...
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While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to...
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As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
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