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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
FAQ
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Posts filed under: The Special Needs Advisory
The Special Needs Advisory
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No Foolin’, Special Needs Parenting is Hard!
by
Oak Wealth Advisors Team
March 21, 2023
The Special Needs Advisory
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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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Help! My Daughter Is Demanding Her Independence
by
Oak Wealth Advisors Team
November 23, 2022
The Special Needs Advisory
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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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Down Syndrome Awareness Month – A Homecoming Celebration!
by
Oak Wealth Advisors Team
October 3, 2022
The Special Needs Advisory
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Strategies for a Successful School Year
by
Oak Wealth Advisors Team
August 30, 2022
The Special Needs Advisory
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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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ABLE Account Updates | August 2022
by
Oak Wealth Advisors Team
August 3, 2022
The Special Needs Advisory
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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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988 and The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
July 12, 2022
Special Needs Services
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The Special Needs Advisory
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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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Planning for Progress and Summer Fun
by
Oak Wealth Advisors Team
June 6, 2022
The Special Needs Advisory
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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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Creating a special needs trust? Here are the costs, what you need to know and who to use
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
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The Special Needs Advisory
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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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FREE FOOD?
by
Oak Wealth Advisors Team
May 20, 2022
The Special Needs Advisory
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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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She Found Her Voice | A heartwarming story
by
Oak Wealth Advisors Team
April 23, 2022
The Special Needs Advisory
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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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World Down Syndrome Day: A Time to Be Happy
by
Oak Wealth Advisors Team
March 21, 2022
The Special Needs Advisory
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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
by
Oak Wealth Advisors Team
December 12, 2021
The Special Needs Advisory
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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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