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AWARD WINNING
SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
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
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
Our People
Our People
In The Media
Contact Us • Locations
Subscribe to E-Newsletter
FAQ
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Oak Wealth Advisors' Publications | Blog
Read our publications from the Archives
Oak Wealth Advisors’ Publications | All
Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors Team
January 8, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Some parents mistakenly believe, adding a child with a disability as a co-signer on a...
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+
Essential Numbers for 2019 Tax Returns and 2020 Planning
by
Oak Wealth Advisors Team
December 20, 2019
2019 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
Below is the Oak Wealth Advisors Key Numbers document that has helped so many of...
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The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors Team
December 13, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Having thorough and current medical records can often be the difference between receiving or being...
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Housing – Where will he or she live?
by
Oak Wealth Advisors Team
November 25, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for...
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Don’t Miss Available Government Benefits
by
Oak Wealth Advisors Team
November 14, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as...
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+
Failure To Plan Is Planning To Fail
by
Oak Wealth Advisors Team
November 12, 2019
The Special Needs Advisory
0
Planning for a loved one with special needs extends beyond financial planning. Whether it is...
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Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors Team
October 6, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to...
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+
Medicaid Benefits Become Even More Challenging to Access
by
Oak Wealth Advisors Team
September 24, 2019
The Special Needs Advisory
0
While getting and keeping Medicaid services has never been easy, the challenges are about to...
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+
Investment Portfolio Update
by
Oak Wealth Advisors Team
September 24, 2019
2019 Deep Rooted Thoughts
,
Deep Rooted Thoughts Archive
0
As we approach the end of the third quarter, we want to update you on...
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+
When a family member with special needs lives with parents or siblings
by
Oak Wealth Advisors Team
September 19, 2019
The Special Needs Advisory
0
When a Family Member With Special Needs Lives With Parents or Siblings In a perfect...
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Ensure All Your Assets Go To Your Intended Recipients
by
Oak Wealth Advisors Team
September 8, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a...
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Avoiding Loss or Denial of Social Security and Medicaid Benefits
by
Oak Wealth Advisors Team
August 28, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
...
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+
Essential Elements of a Successful Special Needs Plan | Sept 11
by
Oak Wealth Advisors Team
July 15, 2019
The Special Needs Advisory
0
Essential Elements of a Successful Special Needs Plan - Join Mike Walther of Oak Wealth...
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+
A Night with Special Needs Planning Experts – Sept 26, 2019
by
Oak Wealth Advisors Team
July 1, 2019
The Special Needs Advisory
0
Learn from special needs planning experts and peers
Thursday, Sept 26, 2019
7:00 – 8:30...
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Video | Learn from special needs planning experts and peers
by
Oak Wealth Advisors Team
June 17, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
0
Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing...
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