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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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THE ABLE ACT – One Year Later
by
Oak Wealth Advisors Team
December 10, 2015
The Special Needs Advisory
0
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special...
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End of the Road Coming for Social Security Strategies
by
Oak Wealth Advisors Team
November 7, 2015
2015 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
,
The Special Needs Advisory
0
The Senior Citizens Freedom to Work Act, passed in 2000, allowed seniors to continue working...
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What retirement spending rate is safe?
by
Oak Wealth Advisors Team
October 19, 2015
2015 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
When it comes to retirement spending, everyone wants a simple rule for how much of...
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Calming Fears About Rising Interest Rates
by
Oak Wealth Advisors Team
September 18, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Ideally, wealth creation would proceed on a path of steady growth. However, investment risks exist...
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2015 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
July 21, 2015
The Special Needs Advisory
0
The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and...
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ABLE ACT: Mid-Year Update
by
Oak Wealth Advisors Team
July 1, 2015
The Special Needs Advisory
0
Six months after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special...
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Housing Options For Family Members With Special Needs
by
Oak Wealth Advisors Team
June 2, 2015
The Special Needs Advisory
0
For most families, living with their adult child or parent with special needs is the...
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The Longer Investment Horizon
by
Oak Wealth Advisors Team
March 25, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Changes in longevity require changes in our expectations about retirement savings. In the early 1900s,...
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15 Thoughts for 2015
by
Oak Wealth Advisors Team
February 9, 2015
2015 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
As most people know, Oak Wealth Advisors does not invest based on predictions. Instead, we...
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Welcoming the ABLE Act
by
Oak Wealth Advisors Team
December 29, 2014
The Special Needs Advisory
0
Congress has done little since the passing of the Americans with Disabilities Act of 1990...
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Oak Wealth Advisors and Accountability
by
Oak Wealth Advisors Team
December 20, 2014
2014 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
0
Accountability is important. It is for this reason we have been disappointed by the media’s...
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Trends in College Pricing 2014-15
by
Oak Wealth Advisors Team
December 15, 2014
Investment Principles
0
Between 2013-14 and 2014-15, average published tuition and fee prices increased by 2.9% for in-state...
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Beware of the Language Minefield
by
Oak Wealth Advisors Team
October 28, 2014
The Special Needs Advisory
0
Language is powerful. It can be used to inspire and empower, but also to dehumanize...
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A boy, his sister and Down syndrome
by
Oak Wealth Advisors Team
September 30, 2014
The Special Needs Advisory
0
Originally Featured in the Chicago Tribune Written by Randi Gillespie It had been a typical morning in...
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Collaboration Drives Success in School
by
Oak Wealth Advisors Team
August 27, 2014
The Special Needs Advisory
0
The school year brings with it a chance for growth, new experiences, and the comfort...
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