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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
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
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Core Concepts & Services
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Our People
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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“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
Please find important disclosures about this resource HERE....
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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
,
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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The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors Team
December 13, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Having thorough and current medical records can often be the difference between receiving or being...
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Housing – Where will he or she live?
by
Oak Wealth Advisors Team
November 25, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for...
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Don’t Miss Available Government Benefits
by
Oak Wealth Advisors Team
November 14, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as...
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Failure To Plan Is Planning To Fail
by
Oak Wealth Advisors Team
November 12, 2019
The Special Needs Advisory
0
Planning for a loved one with special needs extends beyond financial planning. Whether it is...
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