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

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.

How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

Most Grocery Shoppers Aren’t Fooled by Shrinkflation

You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.

Housing Market Trends: Are They Helping or Hurting the Economy?

U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?

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