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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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Developing Life Skills While Sheltering In Place
by
Randi Gillespie
April 20, 2020
The Special Needs Advisory
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DEVELOPING MY DAUGHTER’S LIFE SKILLS WHILE SHELTERING IN PLACE My daughter Maddy is learning how to cook and it is...
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“So, You’re the New Substitute Teacher?”
by
Randi Gillespie
April 13, 2020
The Special Needs Advisory
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If you have school-age children like I do, they likely have completed their second or third week of remote learning. ...
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Special Needs Income Tax Minimization Strategies | Podcast
by
Oak Wealth Advisors Team
March 29, 2020
The Special Needs Advisory
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...
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Avoiding a Common Special Needs Trust Mistake | video
by
Oak Wealth Advisors Team
February 28, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
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Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
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Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors Team
January 8, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
0
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
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The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors Team
December 13, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
0
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
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Housing – Where will he or she live?
by
Oak Wealth Advisors Team
November 25, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
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Don’t Miss Available Government Benefits
by
Oak Wealth Advisors Team
November 14, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
0
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
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Failure To Plan Is Planning To Fail
by
Oak Wealth Advisors Team
November 12, 2019
The Special Needs Advisory
0
Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
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Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors Team
October 6, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
0
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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Medicaid Benefits Become Even More Challenging to Access
by
Oak Wealth Advisors Team
September 24, 2019
The Special Needs Advisory
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While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As...
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When a family member with special needs lives with parents or siblings
by
Oak Wealth Advisors Team
September 19, 2019
The Special Needs Advisory
0
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live...
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