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Oak Wealth Advisors listed as one of
America’s Top Financial Advisory Firms
Oak Wealth Advisors – SPECIAL NEEDS FINANCIAL PLANNING FIRM Wins NAPFA Award 2023
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
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Core Concepts & Services
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
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Strategies for a Successful School Year
by
Oak Wealth Advisors Team
August 30, 2022
The Special Needs Advisory
0
Parents can play an important role in their child’s education by developing a strong partnership with teachers and support staff....
Continue Reading →
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ABLE Account Updates | August 2022
by
Oak Wealth Advisors Team
August 3, 2022
The Special Needs Advisory
0
To celebrate ABLE to Save Month, Oak Wealth Advisors would like to share a few resources and make you aware...
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Here’s how ABLE accounts, special needs trusts differ … and how they can work together
by
Oak Wealth Advisors Team
August 2, 2022
In The Media-Articles
0
Effective Use of ABLE Accounts – Key Points… There are two types of special needs trusts: first-party and third-party. Neither...
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988 and The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
July 12, 2022
Special Needs Services
,
The Special Needs Advisory
0
New National 988 Mental Health Crisis Number is Going Live! Beginning July 16th, any individual suffering from a mental health...
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Planning for Progress and Summer Fun
by
Oak Wealth Advisors Team
June 6, 2022
The Special Needs Advisory
0
Here are suggestions for summer supports and services your family may be interested in pursuing: Extended School Year (ESY) - If your...
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Creating a special needs trust? Here are the costs, what you need to know and who to use
by
Oak Wealth Advisors Team
May 24, 2022
In The Media-Articles
,
The Special Needs Advisory
0
Below is link to a recent CNBC article summarizing the importance of special needs trusts. Oak Wealth Advisors was honored...
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FREE FOOD?
by
Oak Wealth Advisors Team
May 20, 2022
The Special Needs Advisory
0
With food prices soaring, is your loved one with special needs taking advantage of their right to have the government...
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She Found Her Voice | A heartwarming story
by
Oak Wealth Advisors Team
April 23, 2022
The Special Needs Advisory
0
And I was worried that she would never speak or develop self confidence… There are mornings when my alarm does...
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World Down Syndrome Day: A Time to Be Happy
by
Oak Wealth Advisors Team
March 21, 2022
The Special Needs Advisory
0
As parents, one of our fundamental goals is for our children to be happy. How would you feel if your...
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SSI Recipients Now Have 50 More Days
by
Oak Wealth Advisors Team
December 12, 2021
The Special Needs Advisory
0
SSI Recipients Now Have 50 More Days to Appeal and Retain Benefits The Social Security Administration (SSA) has issued an Emergency...
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988… Expedited Access to The National Suicide Prevention Lifeline
by
Oak Wealth Advisors Team
December 7, 2021
The Special Needs Advisory
0
-Please find important disclosures about this resource HERE....
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THE HIRING CHAIN – performed by STING, produced by CoorDown
by
Oak Wealth Advisors Team
October 15, 2021
The Special Needs Advisory
0
-Please find important disclosures about this resource HERE....
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Expanded School Benefit for Youth With Special Needs
by
Oak Wealth Advisors Team
July 30, 2021
The Special Needs Advisory
0
Illinois HB 2748 allows students with disabilities who turned 22 during the pandemic to remain eligible for educational services through...
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Dr. McDonald released groundbreaking Autism research webinar
by
Oak Wealth Advisors Team
March 17, 2021
The Special Needs Advisory
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Videos | Special Needs Advice
0
On March 8th, Dr. McDonald released her groundbreaking Autism research in a webinar that we were honored to present. One...
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The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors Team
June 25, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
0
Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
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