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- Top Ten Recommendations for Special Needs Families
- 10 Common Special Needs Financial Planning Mistakes
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1011 Essential Elements of a Successful Financial Plan - Top 10 Financial Planning Recommendations for Families with Special Needs Members
- Top 10 Ideas to Implement for Families with Special Needs Children
- Top 10 Recommendations for a Successful Transition To Adulthood
- Top 10 Recommendations for Families with Children with Autism
- Top 10 Recommendations for Families with Children with Down Syndrome
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Posts
2015 Deep Rooted Thoughts
2018 Deep Rooted Thoughts
2019 Deep Rooted Thoughts
2020 Deep Rooted Thoughts
- 2021 Key Numbers | A Giving Tuesday Gift For Your 2021 Planning
- Cybersecurity Advice – Freeze your Credit
- Enhancing Your Personal Data Security
- How Oak Wealth Advisors Keeps Client Data Secure
- Oak Wealth Advisors Commentary on Social Justice
- Reporting Changes
- Schwab Purchase of TD Ameritrade Update
- SECURE Act Planning Opportunities for 2020
- Smart Investors Don’t Panic Even When the News is Unsettling
- Some Thoughts About The Stock Market Recovery
- Things are looking up…
- Time to make lemonade from the lemons
2021 Deep Rooted Thoughts
2022 Deep Rooted Thoughts
- A Brutal Year Creates Great Opportunities for Fixed Income Investing
- A Planning Gift for 2022 | We want to help… 2022 Key Numbers
- Does a Recession Cause Stock Prices to Fall?
- Key Numbers for 2023
- News update: Growth continues at Oak Wealth Advisors!
- No Panic About Putin
- Q1 2022 Investment Market Summary
- Reasons to Stay Invested During Recessions
2023 Deep Rooted Thought
- A Rough 2022 Creates Investment Market Optimism Going Forward
- April 2023 Market Update from Oak Wealth Advisors
- August 2023 Market Update from Oak Wealth Advisors
- How and Why you Should Freeze Your Credit
- Market Update December 2023
- Market Update September 2023
–SECURE Act Planning Opportunities– - Market Update: June 2023 Resilience
- May 2023 Market Update from Oak Wealth Advisors
- Oak Wealth Advisors Excited to Add Aaron Osterberg
- September 2023 Market Recap
2024 Deep Rooted Thoughts
- 2024 IRA Distribution Rules from Oak Wealth Advisors | Video
- 2024 Key Financial Numbers
- 2025 Key Financial Numbers
- Election Impact on Investment Market Performance February 2024
- Election Outcomes Won’t Result in Immediate Policy Change
- First Quarter Market Update | Video
- Market Update – June 2024
- Market Update – May 2024
- Oak Wealth Advisors Market Predictions Video | January 2024
2025 Deep Rooted Thoughts
ARTICLES ABOUT OAK WEALTH ADVISORS
Deep Rooted Thoughts Archive
- 2018 – You are off to a great start!
- 2019 Social Security Increases
- 2021 Key Numbers | A Giving Tuesday Gift For Your 2021 Planning
- 2024 IRA Distribution Rules from Oak Wealth Advisors | Video
- 2024 Key Financial Numbers
- 2025 Key Financial Numbers
- A Brutal Year Creates Great Opportunities for Fixed Income Investing
- A Planning Gift for 2022 | We want to help… 2022 Key Numbers
- A Rough 2022 Creates Investment Market Optimism Going Forward
- And Market Volatility is Back!
- April 2023 Market Update from Oak Wealth Advisors
- August 2023 Market Update from Oak Wealth Advisors
- Cybersecurity Advice – Freeze your Credit
- Does a Recession Cause Stock Prices to Fall?
- Election Impact on Investment Market Performance February 2024
- Election Outcomes Won’t Result in Immediate Policy Change
- Enhancing Your Personal Data Security
- Essential Numbers for 2019 Tax Returns and 2020 Planning
- First Quarter Market Update | Video
- How and Why you Should Freeze Your Credit
- How Oak Wealth Advisors Keeps Client Data Secure
- Inflation and Social Security – Looking Ahead to 2022
- Investing Is Not A Game.Stop!
Is Your Portfolio Aligned With Your Goals? - Investment Portfolio Update
- Key Numbers for 2023
- Key Tax Numbers for 2018
- Market Update – June 2024
- Market Update – May 2024
- Market Update December 2023
- Market Update September 2023
–SECURE Act Planning Opportunities– - Market Update: June 2023 Resilience
- May 2023 Market Update from Oak Wealth Advisors
- New Stock Market Record – Now what?
- News update: Growth continues at Oak Wealth Advisors!
- No Panic About Putin
- Oak Wealth Advisors Commentary on Social Justice
- Oak Wealth Advisors Excited to Add Aaron Osterberg
- Oak Wealth Advisors is Thrilled to Announce
Ryan McGuire Has Joined Our Firm - Oak Wealth Advisors Market Predictions Video | January 2024
- Q1 2022 Investment Market Summary
- Reasons to Stay Invested During Recessions
- Reporting Changes
- Schwab Purchase of TD Ameritrade Update
- SECURE Act Planning Opportunities for 2020
- September 2023 Market Recap
- Smart Investors Don’t Panic Even When the News is Unsettling
- Some Thoughts About The Stock Market Recovery
- Things are looking up…
- Time to make lemonade from the lemons
- Welcome to 2021 – Our shared thoughts on three topics…
- What retirement spending rate is safe?
In The Media-Articles
- Arc Dane County Community Awards 2024
- Around Town with Mike Walther
- Article listed on NAPFA Diversity & Inclusion Initiative
- Congratulations to AbleVoices photographer, Alyssa Ray
- Creating a special needs trust? Here are the costs, what you need to know and who to use
- Financial firm focuses on future of those with special needs
- Here’s how ABLE accounts, special needs trusts differ … and how they can work together
- Meet Our New Intern – Mickey Cohen
- Mike Walther honored in Investment News
- Neil Mahoney met up with my529 at a recent event – Here’s what they discussed
- Oak Wealth Advisors at 10 Years!
- Oak Wealth Advisors Sr. Consultant Ryan McGuire featured by the University of Wisconsin School of Human Ecology
- Planning a Financial Future as the Parent of a Child with Special Needs
- Ryan McGuire – featured guest on the Healthy Love and Money podcast
- Ryan McGuire Appointed to State Advisory Boards
- Walther named to inaugural Investment News Hot 100 List
Investment Principles
Special Needs Podcasts
- Announcing our new and informative Special Needs Voice
- Episode 10 Of The Special Needs Voice Podcast Featuring Guest Pam Cusick
- Episode 11 Of The Special Needs Voice Podcast Featuring Guest Alex Astrella
- Episode 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
- Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
- Episode 14 Of The Special Needs Voice Podcast Featuring Guest Ashley Kim Weiss
- Episode 15 Of The Special Needs Voice Podcast Featuring Guest Caroline Gaynor
- Episode 16 Of The Special Needs Voice Podcast Featuring Guest Holly Simon
- Episode 17 Of The Special Needs Voice Podcast Featuring Guest Lauren Schrero
- Episode 6 of the Special Needs Voice Podcast Featuring Judy Reilly
- Episode 7 of the Special Needs Voice Podcast
Featuring Guest Erik Carter - Episode 8 Of The Special Needs Voice Podcast
Featuring Susan Hudkins - Episode 9 of the Special Needs Voice Podcast
Featuring Guest Nancy Gianni - Episodes 4 and 5 of The Special Needs Voice are now available
- NAPFA Podcast – Featuring Mike Walther
- Podcast Episode 18 | The Special Needs Voice Podcast Featuring Kandi Pickard
- Podcast Episode 19 | The Special Needs Voice Podcast Featuring Denise Fisher
- Ryan McGuire – featured guest on the Healthy Love and Money podcast
- Two new episodes of The Special Needs Voice are now available
Special Needs Resources
Special Needs Services
The Special Needs Advisory
- “So, You’re the New Substitute Teacher?”
- 2015 The Case For Inclusion Summary
- 2016 The Case For Inclusion Summary
- 2024 Changes to ISM Rules
- 211 Wisconsin – Connecting you with nonprofit and government services
- 988 and The National Suicide Prevention Lifeline
- 988… Expedited Access to The National Suicide Prevention Lifeline
- A boy, his sister and Down syndrome
- A Night with Special Needs Planning Experts – Sept 26, 2019
- A Shining Moment – A journey with mental health challenges
- ABLE Account Updates | August 2022
- ABLE Accounts – Even Better in 2018
- ABLE Accounts—Now they exist!
- ABLE ACT UPDATE 2017
- ABLE ACT: Mid-Year Update
- Affordable Connectivity Program and Lifeline Credits
- Announcing our new and informative Special Needs Voice
- Avoiding a Common Special Needs Trust Mistake | video
- Avoiding Loss or Denial of Social Security and Medicaid Benefits
- Back To School – For How Long?
- Before Signing, Talk to your Special Needs Advisor
- Beware of the Language Minefield
- Celebrating Impactful Holiday Gift Giving
- Collaboration Drives Success in School
- Creating a special needs trust? Here are the costs, what you need to know and who to use
- Credit Cards May Cause Government Benefit Denials | Video
- Cyber Security Recommendation 2024
- Developing Life Skills While Sheltering In Place
- Discover how Supported Decision-Making empowers individuals with disabilities
- Do I Really Need A Professional Trustee For My Special Needs Trust?
- Does it make sense to maintain a Special Needs Trust?
- Don’t Miss Available Government Benefits
- Down Syndrome Awareness Month – A Homecoming Celebration!
- Dr. McDonald released groundbreaking Autism research webinar
- Ensure All Your Assets Go To Your Intended Recipients
- Episode 10 Of The Special Needs Voice Podcast Featuring Guest Pam Cusick
- Episode 11 Of The Special Needs Voice Podcast Featuring Guest Alex Astrella
- Episode 12 Of The Special Needs Voice Podcast Featuring Guest Scott Nixon
- Episode 13 Of The Special Needs Voice Podcast Featuring Guest Rosemary Alfredo
- Episode 14 Of The Special Needs Voice Podcast Featuring Guest Ashley Kim Weiss
- Episode 15 Of The Special Needs Voice Podcast Featuring Guest Caroline Gaynor
- Episode 16 Of The Special Needs Voice Podcast Featuring Guest Holly Simon
- Episode 17 Of The Special Needs Voice Podcast Featuring Guest Lauren Schrero
- Episode 6 of the Special Needs Voice Podcast Featuring Judy Reilly
- Episode 7 of the Special Needs Voice Podcast
Featuring Guest Erik Carter - Episode 8 Of The Special Needs Voice Podcast
Featuring Susan Hudkins - Episode 9 of the Special Needs Voice Podcast
Featuring Guest Nancy Gianni - Episodes 4 and 5 of The Special Needs Voice are now available
- Essential Elements of a Successful Special Needs Plan | Sept 11
- Essential Parenting Tip From a Mom with a Daughter with Special Needs
- Expanded School Benefit for Youth With Special Needs
- Failure To Plan Is Planning To Fail
- Financial firm focuses on future of those with special needs
- FREE FOOD?
- FREE National Parks pass for people with disabilities
- Great News for Families in Illinois with Loved Ones with Special Needs!
- Help! My Daughter Is Demanding Her Independence
- Housing – Where will he or she live?
- Housing Options For Family Members With Special Needs
- I Still Wish You Did Not Have Down Syndrome
- It’s not just a job, it’s_____________.
- Making a Difference | Our Time With Jack
- Medicaid Benefits Become Even More Challenging to Access
- Mental Health Challenges Should Not Define An Individual’s Life
- NAPFA Podcast – Featuring Mike Walther
- No Foolin’, Special Needs Parenting is Hard!
- November is National Family Caregiver Month
- Oak Wealth Advisors Commentary on Social Justice
- Oak Wealth Advisors is proud to celebrate
Disability Pride Month - Oak Wealth Advisors is Thrilled to Announce
Ryan McGuire Has Joined Our Firm - Oak Wealth Advisors Wins 2023 NAPFA Award
- Planning for Progress and Summer Fun
- Planning for the Neurodivergent Population
- Podcast Episode 18 | The Special Needs Voice Podcast Featuring Kandi Pickard
- Podcast Episode 19 | The Special Needs Voice Podcast Featuring Denise Fisher
- Preparing for a Successful School Year 2024
- Recommendations For More Successful I.E.P. Meetings
- Ryan McGuire – featured guest on the Healthy Love and Money podcast
- She Found Her Voice | A heartwarming story
- Special Needs Financial Planning Tip #4
- Special Needs Financial Planning Tip #5
- Special Needs Financial Planning Tip #6
- Special Needs Financial Planning Tips #3
- Special Needs Financial Planning Tips Video Feb 2024
- Special Needs Income Tax Minimization Strategies | Podcast
- SSI Recipients Now Have 50 More Days
- Stop Losing a Portion of Your Loved One’s SSI Check
- Strategies for a Successful School Year
- Supreme Court Clarifies Free Appropriate Public Education
- THE ABLE ACT – One Year Later
- The Essential Elements of a Special Needs Plan presented in collaboration with The Arc-Dane County
- THE HIRING CHAIN – performed by STING, produced by CoorDown
- The Importance of Maintaining Medical Records | Video
- The Ultimate Care Guide – The Most Important Document You Will Ever Create
- The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
- Top 10 Special Needs Planning Tips – #1 Video
- Top 10 Special Needs Planning Tips – #2 Video
- Two new episodes of The Special Needs Voice are now available
- Video | Learn from special needs planning experts and peers
- Video Presentation on ABLE Accounts and Special Needs Trusts
- Welcoming the ABLE Act
- What makes parenting a young adult with Down syndrome different?
- When a family member with special needs lives with parents or siblings
- Why you have to share your Special Needs Planning with your relatives
- World Down Syndrome Day: A Time to Be Happy
Videos | Special Needs Advice
- 2024 Changes to ISM Rules
- Avoiding a Common Special Needs Trust Mistake | video
- Avoiding Loss or Denial of Social Security and Medicaid Benefits
- Credit Cards May Cause Government Benefit Denials | Video
- Cyber Security Recommendation 2024
- Does it make sense to maintain a Special Needs Trust?
- Don’t Miss Available Government Benefits
- Dr. McDonald released groundbreaking Autism research webinar
- Ensure All Your Assets Go To Your Intended Recipients
- Housing – Where will he or she live?
- Oak Wealth Advisors is Thrilled to Announce
Ryan McGuire Has Joined Our Firm - Preparing for a Successful School Year 2024
- Special Needs Financial Planning Tip #4
- Special Needs Financial Planning Tip #5
- Special Needs Financial Planning Tip #6
- Special Needs Financial Planning Tips #3
- Special Needs Financial Planning Tips Video Feb 2024
- Stop Losing a Portion of Your Loved One’s SSI Check
- The Essential Elements of a Special Needs Plan presented in collaboration with The Arc-Dane County
- The Importance of Maintaining Medical Records | Video
- The Ultimate Care Guide – The Most Important Document You Will Ever Create
- The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
- Top 10 Special Needs Planning Tips – #1 Video
- Top 10 Special Needs Planning Tips – #2 Video
- Video | Learn from special needs planning experts and peers
- Video Presentation on ABLE Accounts and Special Needs Trusts
- Why you have to share your Special Needs Planning with your relatives