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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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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
,
Deep Rooted Thoughts Archive
,
The Special Needs Advisory
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Videos | Special Needs Advice
0
Ryan McGuire joins Oak Wealth Advisors in March of 2021 after spending nearly seven years...
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Investing Is Not A Game.Stop!
Is Your Portfolio Aligned With Your Goals?
by
Oak Wealth Advisors Team
February 18, 2021
2021 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
The recent news about stock trading has generated a fair amount of confusion about how...
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Welcome to 2021 – Our shared thoughts on three topics…
by
Oak Wealth Advisors Team
January 19, 2021
2021 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We are grateful for the trust you have placed in us and thankful that you...
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2021 Key Numbers | A Giving Tuesday Gift For Your 2021 Planning
by
Oak Wealth Advisors Team
December 1, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Happy Giving Tuesday, In the spirit of giving, Oak Wealth Advisors would like to share with...
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Cybersecurity Advice – Freeze your Credit
by
Oak Wealth Advisors Team
November 9, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We want to share a piece of cybersecurity advice. FREEZE YOUR CREDIT. There are three...
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Reporting Changes
by
Oak Wealth Advisors Team
August 28, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
As we have experienced in recent months, technology is becoming increasingly important in all aspects...
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Things are looking up…
by
Oak Wealth Advisors Team
August 25, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
As summer comes to an end and students attempt to return to school, we want...
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The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors Team
June 25, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
0
Not all life insurance is the same. Term life insurance and Permanent life insurance vary...
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Schwab Purchase of TD Ameritrade Update
by
Oak Wealth Advisors Team
June 10, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
More than six months after Schwab agreed to purchase TD Ameritrade, the U.S. Government anti-trust...
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Oak Wealth Advisors Commentary on Social Justice
by
Oak Wealth Advisors Team
June 3, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
,
The Special Needs Advisory
0
Our Views on Social Justice The status quo will not do. As a firm that...
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Essential Parenting Tip From a Mom with a Daughter with Special Needs
by
Randi Gillespie
April 26, 2020
The Special Needs Advisory
0
When Experiencing Turbulence in Life, Put Your Own Mask on First I feel challenged by...
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Developing Life Skills While Sheltering In Place
by
Randi Gillespie
April 20, 2020
The Special Needs Advisory
0
DEVELOPING MY DAUGHTER’S LIFE SKILLS WHILE SHELTERING IN PLACE My daughter Maddy is learning how...
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“So, You’re the New Substitute Teacher?”
by
Randi Gillespie
April 13, 2020
The Special Needs Advisory
0
If you have school-age children like I do, they likely have completed their second or...
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