Videos | Special Needs Advice
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...
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...