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

Cost of Retirement

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

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?

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Newsletters

Understanding Life Insurance

Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

SECURE 2.0: Big Impact for Small Businesses

This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

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