Videos | Special Needs Advice
Tip #4 of our Top 10 Special Needs Financial Planning Tips is to use Special Needs Trusts to 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...
With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
One of the most frustrating things for a family with a loved one with special needs is losing some of...
Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...
Ryan McGuire, in collaboration with the Arc-Dane County, has created a video series covering the essentials of special needs financial...
Explore the Top 10 Special Needs Financial Planning tips in a short video presented by Mike Walther of Oak Wealth...
Video Presentation on ABLE Accounts and Special Needs Trusts to the non-profit group Together for Choice.
The ABLE Account and Special...