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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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ABLE Accounts – Even Better in 2018
by
Oak Wealth Advisors Team
January 11, 2018
The Special Needs Advisory
0
As we start 2018, there are now 31 states offering ABLE accounts and 23 of...
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2018 – You are off to a great start!
by
Oak Wealth Advisors Team
January 9, 2018
2018 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
In 2017, the investment markets delivered better than expected returns. As we begin 2018, the...
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Mike Walther honored in Investment News
by
Oak Wealth Advisors Team
September 19, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
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In The Media-Articles
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‘SET HIGH GOALS’ About 11 years ago, financial planner Mike Walther enjoyed a good lifestyle,...
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Preparing For Bumpy Roads Ahead
by
Oak Wealth Advisors Team
April 19, 2017
2017 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner...
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Oak Wealth Advisors’ First 100 Days of 2017
by
Oak Wealth Advisors Team
April 4, 2017
2017 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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We wanted to update you on the first 100 days of the year at Oak...
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Supreme Court Clarifies Free Appropriate Public Education
by
Oak Wealth Advisors Team
March 30, 2017
The Special Needs Advisory
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On Wednesday, March 22, 2017, the special needs community was able to breathe a collective...
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Planning a Financial Future as the Parent of a Child with Special Needs
by
Oak Wealth Advisors Team
February 9, 2017
ARTICLES ABOUT OAK WEALTH ADVISORS
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In The Media-Articles
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We were honored to be asked by Make It Better Magazine to provide advice about...
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ABLE ACT UPDATE 2017
by
Oak Wealth Advisors Team
February 3, 2017
The Special Needs Advisory
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Over two years after the ABLE Act was passed, fewer than half of the fifty...
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2017 Social Security Benefits Update
by
Oak Wealth Advisors Team
October 26, 2016
2016 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
– Better than nothing, but just barely… Regardless of whom our next President is, for...
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2016 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
October 7, 2016
The Special Needs Advisory
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The following summary comes from United Cerebral Palsy and their annual study of the special...
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Oak Wealth Advisors expertise featured on CNBC
by
Oak Wealth Advisors Team
September 12, 2016
Special Needs Resources
0
CNBC Story on ABLE Accounts featuring Randi Gillespie and Mike Walther of Oak Wealth Advisors...
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Recommendations For More Successful I.E.P. Meetings
by
Oak Wealth Advisors Team
August 8, 2016
The Special Needs Advisory
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Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is...
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ABLE Accounts—Now they exist!
by
Oak Wealth Advisors Team
June 2, 2016
The Special Needs Advisory
0
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we...
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How Can I Minimize the Taxes on My IRA Account?
by
Oak Wealth Advisors Team
March 31, 2016
2016 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
IRAs and qualified retirement plans like 401(k)s, 403(b)s, and 457(b)s are among the most...
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Before Signing, Talk to your Special Needs Advisor
by
Oak Wealth Advisors Team
December 14, 2015
The Special Needs Advisory
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Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack...
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