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, independent opinion. 

 

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Calculators

College Funding

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cost of Retirement

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

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Newsletters

Bond Yields Are Up, but What Are the Risks?

After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.

A Mortgage Recast Is an Alternative to Refinancing

This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

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