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Oak Wealth Advisors’ Publications | All

ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state income tax deduction for those who contribute to an Illinois ABLE Plan. We have been advocating for this tax...
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Wow! The stock market just set a record for the longest bull market period in history. A bull market is defined as a period during which the market is rising without suffering a decline of 20% or more. Despite some...
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From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam (then 7) and his older sister, Maddy (then 10) that ran in the Chicago Tribune Perspective Section. The heart of...
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One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members. That mission extends well beyond providing fiduciary financial services to our clients. It also includes giving national and local presentations...
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Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be said for other disabilities, yet mental illnesses have such a stigma around them. This stigma causes individuals to be fearful...
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We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout the year with almost no declines. In fact, 2017 was a historically calm year in terms of stock market volatility. 2018 is shaping up to...
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While we await the 1099s that report our taxable investment income and taxable IRA distributions for 2017, I wanted to share with you our 2018 Key Numbers document that highlights all the new tax rates and details alongside the rates...
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As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents of all states. While ABLE accounts have retained all of their initial benefits, the Tax Cuts and Jobs Act added...
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In 2017, the investment markets delivered better than expected returns. As we begin 2018, the prospects remain good for another year of solid investment results. Corporate profits are growing, unemployment is near all-time lows, and the recent legislation provides additional...
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle, working for an advisory firm with a $5 million minimum. His wife asked him what he would find most rewarding in life going forward, and...
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Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions....
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We wanted to update you on the first 100 days of the year at Oak Wealth Advisors. It has been a momentous period that we feel has us well positioned to deliver the best possible client service in the...
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On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief.  The U.S. Supreme Court issued a unanimous decision that upholds and clarifies the right to free appropriate public education (F.A.P.E.) for all...
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We were honored to be asked by Make It Better Magazine to provide advice about special needs financial planning. As nice as the opportunity was to share our knowledge, we were even more grateful to read about how our...
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Over two years after the ABLE Act was passed, fewer than half of the fifty states are offering ABLE accounts. The good news is that the number is growing on a monthly basis. In January, a consortium of fourteen states...
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