The Special Needs Advisory
Please find important disclosures about this resource HERE.
ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state...
From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam...
One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members....
Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be...
As we start 2018, there are now 31 states offering ABLE accounts and 23 of them are accessible to residents...
On Wednesday, March 22, 2017, the special needs community was able to breathe a collective sigh of relief. The U.S....
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Our recommendations for having successful Individualized Education Plan (IEP) meetings: Be Proactive. Your role is equally important as the education...
As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we had anticipated, they are the...
Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...
A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...