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. 

 

 Have Questions About our Current Economic Situation?

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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.

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Newsletters

Why Buy Life Insurance During Unsettled Economic Times?

This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.

New Medicare Rules Tackle Prescription Drug Prices

The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

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