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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
FAQ
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Posts filed under: The Special Needs Advisory
The Special Needs Advisory
The Special Needs Advisory
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The Essential Elements of a Special Needs Plan presented in collaboration with The Arc-Dane County
by
Oak Wealth Advisors Team
March 14, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
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Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...
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What makes parenting a young adult with Down syndrome different?
by
Oak Wealth Advisors Team
March 14, 2024
The Special Needs Advisory
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“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...
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Ryan McGuire – featured guest on the Healthy Love and Money podcast
by
Oak Wealth Advisors Team
February 8, 2024
In The Media-Articles
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Special Needs Podcasts
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Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
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Special Needs Financial Planning Tips Video Feb 2024
by
Oak Wealth Advisors Team
February 8, 2024
The Special Needs Advisory
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Videos | Special Needs Advice
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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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Announcing our new and informative Special Needs Voice
by
Oak Wealth Advisors Team
January 5, 2024
Special Needs Podcasts
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The Special Needs Advisory
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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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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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