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All posts by: Oak Wealth Advisors Team

Please find important disclosures about this resource HERE.

Illinois HB 2748 allows students with disabilities who turned 22 during the pandemic to remain eligible for educational services through...
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On March 8th, Dr. McDonald released her groundbreaking Autism research in a webinar that we were honored to present. One...
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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 Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
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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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Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
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A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
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Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
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Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
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Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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