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Posts filed under: The Special Needs Advisory

The Special Needs Advisory

Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members.

Please find important disclosures about this resource HERE.

Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
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Our Views on Social Justice The status quo will not do. As a firm that views itself as a pioneer...
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When Experiencing Turbulence in Life, Put Your Own Mask on First I feel challenged by the limitations placed on our...
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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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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 Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
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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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Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
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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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Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
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Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...
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