The Special Needs Advisory
Please find important disclosures about this resource HERE.
“What makes parenting a young adult with Down syndrome different than parenting an adult without a disability?” My answer was...
Ryan McGuire was recently featured as a guest on the Healthy Love and Money podcast. In this insightful episode, Ryan...
Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...
We are very excited to announce the launch of our podcast, Special Needs Voice.
The podcast will feature guests from around...
The podcast will feature guests from around...
Lifeline and Affordable Connectivity Programs - There are two main federal programs to be aware of that provide subsides to...
Video Presentation on ABLE Accounts and Special Needs Trusts to the non-profit group Together for Choice.
The ABLE Account and Special...
Oak Wealth Advisors was named the 2023 NAPFA Excellence in DEI Award Winner this month by the National Association of Personal Financial...
The Challenges and Successes of Raising Two Young Adults with Disabilities The thrill of victory. The agony of defeat. This...
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....
To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few resources and make you aware...