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Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
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Our Podcasts
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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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 resources and make you aware...
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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 trusts: first-party and third-party. Neither...
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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 suffering from a mental health...
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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 that most recessions are officially...
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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 School Year (ESY) - If your...
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Creating a special needs trust? Here are the costs, what you need to know and who to use
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
,
The Special Needs Advisory
0
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
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FREE FOOD?
by
Oak Wealth Advisors Team
May 20, 2022
The Special Needs Advisory
0
With food prices soaring, is your loved one with special needs taking advantage of their right to have the government...
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She Found Her Voice | A heartwarming story
by
Oak Wealth Advisors Team
April 23, 2022
The Special Needs Advisory
0
And I was worried that she would never speak or develop self confidence… There are mornings when my alarm does...
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Q1 2022 Investment Market Summary
by
Oak Wealth Advisors Team
April 14, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Welcome to the second quarter of 2022! Reflecting back on the first quarter, it could have been much worse for...
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World Down Syndrome Day: A Time to Be Happy
by
Oak Wealth Advisors Team
March 21, 2022
The Special Needs Advisory
0
As parents, one of our fundamental goals is for our children to be happy. How would you feel if your...
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No Panic About Putin
by
Oak Wealth Advisors Team
March 3, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We are so proud of our clients! Not one of you emailed last week panicking about your portfolio. Russia is...
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News update: Growth continues at Oak Wealth Advisors!
by
Oak Wealth Advisors Team
January 29, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Tony Schneider adds his passion for serving others to the Oak Wealth Advisors team. Tony recently graduated with honors from...
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A Planning Gift for 2022 | We want to help… 2022 Key Numbers
by
Oak Wealth Advisors Team
January 18, 2022
2022 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
We want to provide individuals and families with the information to achieve their planning goals for 2022. Below you will...
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SSI Recipients Now Have 50 More Days
by
Oak Wealth Advisors Team
December 12, 2021
The Special Needs Advisory
0
SSI Recipients Now Have 50 More Days to Appeal and Retain Benefits The Social Security Administration (SSA) has issued an Emergency...
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988… Expedited Access to The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
December 7, 2021
The Special Needs Advisory
0
Please find important disclosures about this resource HERE....
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