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Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
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Special Needs Advice Videos
In The Media
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Oak Wealth Advisors Wins 2023 NAPFA Award
by
Oak Wealth Advisors Team
April 13, 2023
In The Media-Articles
,
Our Awards
,
The Special Needs Advisory
0
Oak Wealth Advisors was named the 2023 NAPFA Excellence in DEI Award Winner this month by the...
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No Foolin’, Special Needs Parenting is Hard!
by
Oak Wealth Advisors Team
March 21, 2023
The Special Needs Advisory
0
The Challenges and Successes of Raising Two Young Adults with Disabilities The thrill of victory. ...
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A Rough 2022 Creates Investment Market Optimism Going Forward
by
Oak Wealth Advisors Team
January 10, 2023
2023 Deep Rooted Thought
,
Deep Rooted Thoughts Archive
0
Nobody has the ability to accurately forecast the future of investment markets, so we are...
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Key Numbers for 2023
by
Oak Wealth Advisors Team
December 1, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We want to assist individuals and families with achieving their planning goals for 2023. Below...
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Help! My Daughter Is Demanding Her Independence
by
Oak Wealth Advisors Team
November 23, 2022
The Special Needs Advisory
0
Has anyone experienced raising a child where no matter what parental advice is offered, they...
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A Brutal Year Creates Great Opportunities for Fixed Income Investing
by
Oak Wealth Advisors Team
October 19, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Historically, diversifying investments between stocks and bonds has reduced portfolio volatility and more importantly has...
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Around Town with Mike Walther
by
Oak Wealth Advisors Team
October 8, 2022
In The Media-Articles
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Oak Wealth Advisors own Mike Walther made a special visit to the Crumbl cookie store...
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Down Syndrome Awareness Month – A Homecoming Celebration!
by
Oak Wealth Advisors Team
October 3, 2022
The Special Needs Advisory
0
Please find important disclosures about this resource HERE....
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Strategies for a Successful School Year
by
Oak Wealth Advisors Team
August 30, 2022
The Special Needs Advisory
0
Parents can play an important role in their child’s education by developing a strong partnership...
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Does a Recession Cause Stock Prices to Fall?
by
Oak Wealth Advisors Team
August 16, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Does a Recession Cause Stock Prices to Fall? Does a Recession Mean That Our Investment...
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ABLE Account Updates | August 2022
by
Oak Wealth Advisors Team
August 3, 2022
The Special Needs Advisory
0
To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few...
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Here’s how ABLE accounts, special needs trusts differ … and how they can work together
by
Oak Wealth Advisors Team
August 2, 2022
In The Media-Articles
0
Effective Use of ABLE Accounts – Key Points… There are two types of special needs...
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988 and The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
July 12, 2022
Special Needs Services
,
The Special Needs Advisory
0
New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual...
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Reasons to Stay Invested During Recessions
by
Oak Wealth Advisors Team
June 21, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Many stories have been written recently suggesting the economy is headed into a recession. Given...
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Planning for Progress and Summer Fun
by
Oak Wealth Advisors Team
June 6, 2022
The Special Needs Advisory
0
Here are suggestions for summer supports and services your family may be interested in pursuing: Extended...
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