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Posts filed under: The Special Needs Advisory

Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
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Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...
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We are very excited to announce the launch of our podcast, Special Needs Voice.
The podcast will feature guests from around...
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Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...
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Video Presentation on ABLE Accounts and Special Needs Trusts to the non-profit group Together for Choice. The ABLE Account and Special...
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Oak Wealth Advisors was named the 2023 NAPFA Excellence in DEI Award Winner this month by the National Association of Personal Financial...
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The Challenges and Successes of Raising Two Young Adults with Disabilities The thrill of victory.  The agony of defeat.  This...
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Has anyone experienced raising a child where no matter what parental advice is offered, they deliberately choose the opposite? Please...
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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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New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual suffering from a mental health...
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