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.

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?

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Newsletters

HOT TOPIC: Soft Landing or Delayed Recession?

This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

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.

Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.

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