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 →

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises

A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.

Key Tax Breaks for Business Owners

Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding

Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.

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