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All posts by: Oak Wealth Advisors Team

Please find important disclosures about this resource HERE.

Parents can play an important role in their child’s education by developing a strong partnership with teachers and support staff....
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To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few resources and make you aware...
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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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New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual suffering from a mental health...
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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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Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
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With food prices soaring, is your loved one with special needs taking advantage of their right to have the government...
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And I was worried that she would never speak or develop self confidence… There are mornings when my alarm does...
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As parents, one of our fundamental goals is for our children to be happy. How would you feel if your...
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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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