By Matthew Gaude & Shawn McGuire Did you know that 4 in 10 Americans admit that they prefer not to think about money? (1) This isn’t all too
What Makes Live Oak Wealth Management Different?
Live Oak Wealth Management is not your ordinary advisory firm. Established in 2009, we created Live Oak Wealth Management to offer independent,
Schedule A Social Security Review Meeting Today!
For most Americans, Social Security is a significant retirement asset. Born out of the Great Depression as a retirement safety net, it has grown to
Medicare Open Enrollment Starts On October 15th. What Do You Need to Know?
When you retire, having a predictable, long-term income source is critical. The last thing you want is unnecessary expenses eating away at your
Do You Understand Your Emotions About Money?
Have you ever had buyer’s remorse after making a purchase? Have you ever let fear of failure keep you from investing or even creating a budget? If you
4th Quarter 2018 Market Review And Strategy Update
We'll be reviewing where the market stands after the first half of this year, as well as our insights on topics including: Stock market and