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...
On March 8th, Dr. McDonald released her groundbreaking Autism research in a webinar that we were honored to present. One...
Ryan McGuire joins Oak Wealth Advisors in March of 2021 after spending nearly seven years working as a wealth manager...
Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...