In 2017, the investment markets delivered better than expected returns. As we begin 2018, the...
‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle,...
Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner...
We wanted to update you on the first 100 days of the year at Oak...
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective...
We were honored to be asked by Make It Better Magazine to provide advice about...
Over two years after the ABLE Act was passed, fewer than half of the fifty...
– Better than nothing, but just barely… Regardless of whom our next President is, for...
The following summary comes from United Cerebral Palsy and their annual study of the special...
CNBC Story on ABLE Accounts featuring Randi Gillespie and Mike Walther of Oak Wealth Advisors...
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is...
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we...
IRAs and qualified retirement plans like 401(k)s, 403(b)s, and 457(b)s are among the most...
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack...