Live Oak Financial Services, LLC

 

Given the recent market turmoil, many are unsure if their financial goals can still be met... While others simply want a second, objective opinion. 

 

 Have Questions About our Current Economic Situation?

Need Some Guidance? Being Ignored by your Broker?

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?

An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.

SRI Investing: Not Just for Stocks

Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

What Medicare Won’t Cover

See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.

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