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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
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
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Posts filed under: The Special Needs Advisory
Special Needs Resources
The Special Needs Advisory
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Celebrating Impactful Holiday Gift Giving
by
Oak Wealth Advisors Team
December 13, 2024
Special Needs Resources
,
The Special Needs Advisory
0
Over the past 10 years, Oak Wealth Advisors has made it a priority to partner with organizations that provide meaningful...
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Podcast Episode 19 | The Special Needs Voice Podcast Featuring Denise Fisher
by
Oak Wealth Advisors Team
December 2, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Denise Fisher is Co-Founder and Executive Director of Arts of Life, a nonprofit offering creative opportunities for people with disabilities...
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Special Needs Financial Planning Tip #6
by
Oak Wealth Advisors Team
November 30, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
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Podcast Episode 18 | The Special Needs Voice Podcast Featuring Kandi Pickard
by
Oak Wealth Advisors Team
November 26, 2024
Special Needs Podcasts
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The Special Needs Advisory
0
Kandi Pickard is President and CEO of the National Down Syndrome Society (NDSS), which advocates for the rights and inclusion...
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November is National Family Caregiver Month
by
Oak Wealth Advisors Team
November 22, 2024
The Special Needs Advisory
0
Compassionate, Dedicated, Patient, Attentive, Empathetic, Nurturing, Resilient, Reliable, Responsible, and Always Available. These are just some of the adjectives that...
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Episode 17 Of The Special Needs Voice Podcast Featuring Guest Lauren Schrero
by
Oak Wealth Advisors Team
October 26, 2024
Special Needs Podcasts
,
The Special Needs Advisory
0
Lauren is the co-founder of The Nora Project, a nonprofit dedicated to training and coaching educators to promote empathy and...
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Episode 16 Of The Special Needs Voice Podcast Featuring Guest Holly Simon
by
Oak Wealth Advisors Team
October 22, 2024
Special Needs Podcasts
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The Special Needs Advisory
0
Executive Director of 21 Pineapples, an inclusive apparel company Holly founded with her son, Nate, who has Down syndrome. Holly...
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Stop Losing a Portion of Your Loved One’s SSI Check
by
Oak Wealth Advisors Team
October 15, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...
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Special Needs Financial Planning Tip #5
by
Oak Wealth Advisors Team
October 15, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...
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Episode 15 Of The Special Needs Voice Podcast Featuring Guest Caroline Gaynor
by
Oak Wealth Advisors Team
October 5, 2024
Special Needs Podcasts
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The Special Needs Advisory
0
Caroline shares everything from how she first got involved, to how it’s shaped her worldview, and how she got a...
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Special Needs Financial Planning Tip #4
by
Oak Wealth Advisors Team
September 25, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
0
In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...
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Episode 14 Of The Special Needs Voice Podcast Featuring Guest Ashley Kim Weiss
by
Oak Wealth Advisors Team
September 24, 2024
Special Needs Podcasts
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The Special Needs Advisory
0
Ashley uses her passion and social media savvy to provide advocacy and community for families seeking the best housing and...
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