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?

More Calculators →

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.

HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

How to Kill Your Zombie Subscriptions

With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

Fixed Annuities: Retirement Income for Now or Later

Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.

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