If you have school-age children like I do, they likely have completed their second or third week of remote learning. ...
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I hope everyone is sheltering safely and taking all necessary precautions. Your health will always be more important than the...
I greatly appreciate your patience with your investment portfolio during these stressful times. As I have been explaining, the most...
This week has seen the world stock markets reverse from all-time highs into negative performance for 2020. Despite the volatility...
Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
Keeping your financial and personal data secure is very important to us. We know how important it is to you. ...
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of our clients, friends, and fellow...
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....
Planning for a loved one with special needs extends beyond financial planning. Whether it is housing, educational, vocational or life...