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Oak Wealth Advisors’ Publications | All

Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing...
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands...
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In the special needs community, the end of supports through the school district can be...
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The following is my reflection on the journey we have been on at Oak Wealth...
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While it will not be official until mid-October, it appears that Social Security benefits will...
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ABLE accounts, which we have strongly recommended for several years, now have the additional benefit...
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Wow! The stock market just set a record for the longest bull market period in...
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From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article...
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One of the core missions of Oak Wealth Advisors is to improve the lives of...
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Having a mental illness presents challenges in individuals’ lives, but it should not define their...
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We all enjoyed the investment markets in 2017. The values of investments climbed gradually throughout...
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While we await the 1099s that report our taxable investment income and taxable IRA distributions...
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As we start 2018, there are now 31 states offering ABLE accounts and 23 of...
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In 2017, the investment markets delivered better than expected returns. As we begin 2018, the...
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle,...
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