By Matthew Gaude & Shawn McGuire The marathon journey to retirement is nearly over, and the finish line is finally in sight! You’ve been
Should Grandparents Help Pay for College? Maybe Not
By Matthew Gaude & Shawn McGuire College is an important part of your grandchild’s future, and for many, paying for it will be a challenge.
What You Should Know About the Child Tax Credit
By Matthew Gaude & Shawn McGuire As much as we love our children, any parent will tell you that raising children is an expensive endeavor. In
Take a Look at our New TRAC Financial Planning System
As you know, we believe strongly in the power of financial planning as a foundation for all we do at Live Oak Wealth Management. We’re constantly
You’ve Inherited Money, Now What Should You Do?
By Matthew Gaude & Shawn McGuire Receiving an inheritance of money is an appreciated gift. But without proper planning and guidance, you may
SECURE Act 2.0: 8 Ways The Proposed Law Could Change Retirement Savings
By Matthew Gaude & Shawn McGuire At the end of 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement