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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
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Smart Investors Don’t Panic Even When the News is Unsettling
by
Oak Wealth Advisors Team
February 28, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
This week has seen the world stock markets reverse from all-time highs into negative performance...
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Avoiding a Common Special Needs Trust Mistake | video
by
Oak Wealth Advisors Team
February 28, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a...
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SECURE Act Planning Opportunities for 2020
by
Oak Wealth Advisors Team
February 17, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of...
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Enhancing Your Personal Data Security
by
Oak Wealth Advisors Team
February 13, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
To the extent that you would like to enhance your own data security, the three...
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How Oak Wealth Advisors Keeps Client Data Secure
by
Oak Wealth Advisors Team
February 13, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Keeping your financial and personal data secure is very important to us. We know how...
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Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors Team
January 8, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Some parents mistakenly believe, adding a child with a disability as a co-signer on a...
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Essential Numbers for 2019 Tax Returns and 2020 Planning
by
Oak Wealth Advisors Team
December 20, 2019
2019 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of...
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The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors Team
December 13, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Having thorough and current medical records can often be the difference between receiving or being...
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Housing – Where will he or she live?
by
Oak Wealth Advisors Team
November 25, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for...
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Don’t Miss Available Government Benefits
by
Oak Wealth Advisors Team
November 14, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as...
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Failure To Plan Is Planning To Fail
by
Oak Wealth Advisors Team
November 12, 2019
The Special Needs Advisory
0
Planning for a loved one with special needs extends beyond financial planning. Whether it is...
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Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors Team
October 6, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to...
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Medicaid Benefits Become Even More Challenging to Access
by
Oak Wealth Advisors Team
September 24, 2019
The Special Needs Advisory
0
While getting and keeping Medicaid services has never been easy, the challenges are about to...
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Investment Portfolio Update
by
Oak Wealth Advisors Team
September 24, 2019
2019 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
As we approach the end of the third quarter, we want to update you on...
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When a family member with special needs lives with parents or siblings
by
Oak Wealth Advisors Team
September 19, 2019
The Special Needs Advisory
0
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect...
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