The Special Needs Advisory
Please find important disclosures about this resource HERE.
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...
New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual suffering from a mental health...
Here are suggestions for summer supports and services your family may be interested in pursuing:
Extended School Year (ESY) - If your...
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
With food prices soaring, is your loved one with special needs taking advantage of their right to have the government...