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
info@oakwealth.com
847-945-8888
Serving Clients Nationwide
Tap to Call
Client Account Access
Form CRS
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
MEET WITH US
Menu
Posts filed under: The Special Needs Advisory
The Special Needs Advisory
The Special Needs Advisory
+
Supreme Court Clarifies Free Appropriate Public Education
by
Oak Wealth Advisors Team
March 30, 2017
The Special Needs Advisory
0
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief. The U.S....
Read More →
+
ABLE ACT UPDATE 2017
by
Oak Wealth Advisors Team
February 3, 2017
The Special Needs Advisory
0
...
Read More →
+
2016 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
October 7, 2016
The Special Needs Advisory
0
...
Read More →
+
Recommendations For More Successful I.E.P. Meetings
by
Oak Wealth Advisors Team
August 8, 2016
The Special Needs Advisory
0
Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is equally important as the education...
Read More →
+
ABLE Accounts—Now they exist!
by
Oak Wealth Advisors Team
June 2, 2016
The Special Needs Advisory
0
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we had anticipated, they are the...
Read More →
+
Before Signing, Talk to your Special Needs Advisor
by
Oak Wealth Advisors Team
December 14, 2015
The Special Needs Advisory
0
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...
Read More →
+
THE ABLE ACT – One Year Later
by
Oak Wealth Advisors Team
December 10, 2015
The Special Needs Advisory
0
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
Read More →
+
2015 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
July 21, 2015
The Special Needs Advisory
0
The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and resources available across the country....
Read More →
+
ABLE ACT: Mid-Year Update
by
Oak Wealth Advisors Team
July 1, 2015
The Special Needs Advisory
0
Six months after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
Read More →
+
Housing Options For Family Members With Special Needs
by
Oak Wealth Advisors Team
June 2, 2015
The Special Needs Advisory
0
For most families, living with their adult child or parent with special needs is the reality. However, the optimal situation...
Read More →
+
Welcoming the ABLE Act
by
Oak Wealth Advisors Team
December 29, 2014
The Special Needs Advisory
0
Congress has done little since the passing of the Americans with Disabilities Act of 1990 to improve the lives of...
Read More →
+
Beware of the Language Minefield
by
Oak Wealth Advisors Team
October 28, 2014
The Special Needs Advisory
0
Language is powerful. It can be used to inspire and empower, but also to dehumanize and ostracize. In the special...
Read More →
6
7
8
9