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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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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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Special Needs Income Tax Minimization Strategies | Podcast
by
Oak Wealth Advisors Team
March 29, 2020
The Special Needs Advisory
0
...
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Time to make lemonade from the lemons
by
Oak Wealth Advisors Team
March 24, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
I hope everyone is sheltering safely and taking all necessary precautions. Your health will always...
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Some Thoughts About The Stock Market Recovery
by
Oak Wealth Advisors Team
March 13, 2020
2020 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
I greatly appreciate your patience with your investment portfolio during these stressful times. As I...
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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
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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
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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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