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Oak Wealth Advisors' Publications | Blog

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Scott Nixon, Executive Director of Life's Plan Inc. for over 17 years, shares his extensive experience managing pooled trusts that...
Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...
What is the most important document you can create to help ensure that your loved one has the best possible...
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
Alex Astrella shares his inspiring journey and perspective as a documentary filmmaker with Autism. His latest project, "Free Play" tells...
Pam Cusick shares how her firm, Rare Patient Voice, gives individuals with disabilities opportunities to get paid for sharing experiences...
Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
-Please find important disclosures about this resource HERE....
Oak Wealth Advisors is proud to celebrate Disability Pride Month, an opportunity to honor the history, achievements, experiences, and struggles...
May was a great month in the market, listen as Mike Walther breaks down some of the numbers and shares...
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
One of the most frustrating things for a family with a loved one with special needs is losing some of...
Senior Consultant Ryan McGuire was recently honored as a recipient of the Arc-Dane County Community Award for 2024. Ryan was...
A challenging journey for a family member with mental health challenges. In May, we celebrated Mental Health Awareness Month and...