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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Creating a special needs trust? Here are the costs, what you need to know and who to use
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
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The Special Needs Advisory
0
Below is link to a recent CNBC article summarizing the importance of special needs trusts....
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FREE FOOD?
by
Oak Wealth Advisors Team
May 20, 2022
The Special Needs Advisory
0
With food prices soaring, is your loved one with special needs taking advantage of their...
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She Found Her Voice | A heartwarming story
by
Oak Wealth Advisors Team
April 23, 2022
The Special Needs Advisory
0
And I was worried that she would never speak or develop self confidence… There are...
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Q1 2022 Investment Market Summary
by
Oak Wealth Advisors Team
April 14, 2022
2022 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Welcome to the second quarter of 2022! Reflecting back on the first quarter, it could...
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World Down Syndrome Day: A Time to Be Happy
by
Oak Wealth Advisors Team
March 21, 2022
The Special Needs Advisory
0
As parents, one of our fundamental goals is for our children to be happy. How...
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No Panic About Putin
by
Oak Wealth Advisors Team
March 3, 2022
2022 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
We are so proud of our clients! Not one of you emailed last week panicking...
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News update: Growth continues at Oak Wealth Advisors!
by
Oak Wealth Advisors Team
January 29, 2022
2022 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Tony Schneider adds his passion for serving others to the Oak Wealth Advisors team. Tony...
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A Planning Gift for 2022 | We want to help… 2022 Key Numbers
by
Oak Wealth Advisors Team
January 18, 2022
2022 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
We want to provide individuals and families with the information to achieve their planning goals...
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SSI Recipients Now Have 50 More Days
by
Oak Wealth Advisors Team
December 12, 2021
The Special Needs Advisory
0
SSI Recipients Now Have 50 More Days to Appeal and Retain Benefits The Social Security...
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988… Expedited Access to The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
December 7, 2021
The Special Needs Advisory
0
...
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Inflation and Social Security – Looking Ahead to 2022
by
Oak Wealth Advisors Team
November 14, 2021
2021 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
...
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THE HIRING CHAIN – performed by STING, produced by CoorDown
by
Oak Wealth Advisors Team
October 15, 2021
The Special Needs Advisory
0
...
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Expanded School Benefit for Youth With Special Needs
by
Oak Wealth Advisors Team
July 30, 2021
The Special Needs Advisory
0
Illinois HB 2748 allows students with disabilities who turned 22 during the pandemic to remain...
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Dr. McDonald released groundbreaking Autism research webinar
by
Oak Wealth Advisors Team
March 17, 2021
The Special Needs Advisory
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Videos | Special Needs Advice
0
On March 8th, Dr. McDonald released her groundbreaking Autism research in a webinar that we...
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Oak Wealth Advisors is Thrilled to Announce
Ryan McGuire Has Joined Our Firm
by
Oak Wealth Advisors Team
March 5, 2021
2021 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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The Special Needs Advisory
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Videos | Special Needs Advice
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Ryan McGuire joins Oak Wealth Advisors in March of 2021 after spending nearly seven years...
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