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

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.

College Funding

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

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Newsletters

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.

Social Security 101

Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

Tracking the Fed’s Progress on Disinflation

This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.

Beware of These Life Insurance Beneficiary Mistakes

Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.

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