Videos | Special Needs Advice
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Tip #11 - Create a Safety Plan that focuses on the challenges your family member with special needs may face...
Special Needs Financial Planning Tip No 10 by Mike Walther of Oak Wealth Advisors: Coordinate your planning with your relatives’...
In this month's installment, Randi Gillespie shares our next tip #9, from our Top 10 Special Needs Financial Planning Series....
Special Needs Financial Planning Tip #8 by Mike Walther of Oak Wealth Advisors: Develop A List of Future Caregivers…...
Tip number 7 is to establish an ABLE Savings Account to benefit an individual with a disability.…...
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...
Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...
In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...
How Special Needs Trusts can supplement government...
Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...
What is the most important document you can create to help ensure that your loved one has the best possible...
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...