To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few resources and make you aware...
Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither...
New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual suffering from a mental health...
Many stories have been written recently suggesting the economy is headed into a recession. Given that most recessions are officially...
Here are suggestions for summer supports and services your family may be interested in pursuing:
Extended School Year (ESY) - If your...
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
With food prices soaring, is your loved one with special needs taking advantage of their right to have the government...
And I was worried that she would never speak or develop self confidence… There are mornings when my alarm does...
Welcome to the second quarter of 2022! Reflecting back on the first quarter, it could have been much worse for...
As parents, one of our fundamental goals is for our children to be happy. How would you feel if your...
We are so proud of our clients! Not one of you emailed last week panicking about your portfolio. Russia is...
Tony Schneider adds his passion for serving others to the Oak Wealth Advisors team. Tony recently graduated with honors from...
We want to provide individuals and families with the information to achieve their planning goals for 2022. Below you will...
SSI Recipients Now Have 50 More Days to Appeal and Retain Benefits The Social Security Administration (SSA) has issued an Emergency...
Please find important disclosures about this resource HERE....