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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
The Special Needs Advisory
The Special Needs Advisory
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Affordable Connectivity Program and Lifeline Credits
by
Oak Wealth Advisors Team
December 21, 2023
The Special Needs Advisory
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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
by
Oak Wealth Advisors Team
May 18, 2023
The Special Needs Advisory
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Videos | Special Needs Advice
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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 Wins 2023 NAPFA Award
by
Oak Wealth Advisors Team
April 13, 2023
The Special Needs Advisory
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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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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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...
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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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