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Our Awards
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
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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All posts by: Oak Wealth Advisors Team
Oak Wealth Advisors Team
Please find important disclosures about this resource
HERE
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THE HIRING CHAIN – performed by STING, produced by CoorDown
by
Oak Wealth Advisors Team
October 15, 2021
The Special Needs Advisory
0
...
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Expanded School Benefit for Youth With Special Needs
by
Oak Wealth Advisors Team
July 30, 2021
The Special Needs Advisory
0
Illinois HB 2748 allows students with disabilities who turned 22 during the pandemic to remain eligible for educational services through...
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Dr. McDonald released groundbreaking Autism research webinar
by
Oak Wealth Advisors Team
March 17, 2021
The Special Needs Advisory
,
Videos | Special Needs Advice
0
On March 8th, Dr. McDonald released her groundbreaking Autism research in a webinar that we were honored to present. One...
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The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors Team
June 25, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
0
Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
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Special Needs Income Tax Minimization Strategies | Podcast
by
Oak Wealth Advisors Team
March 29, 2020
The Special Needs Advisory
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...
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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 common oversight by attorneys less...
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Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors Team
January 8, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
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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 denied benefits. Once benefits are...
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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 individuals with disabilities. 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 SSI, Medicaid, Social Security Disability....
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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 housing, educational, vocational or life...
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Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors Team
October 6, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
0
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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