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Third Quarter 2021 Market Review and Strategy Update

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Live Oak Wealth Management

Live Oak Wealth Management

Financial Advisors in Roswell, GA

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Market News


November 10, 2021

4 Reasons Why Inflation Is Up & How to Know if it Will Last

By Matthew Gaude & Shawn McGuire If you’ve been paying attention to the headlines lately, you probably know about the problems our current

All,  Articles

October 21, 2021

The Best Ways to Take Full Advantage of Your Employee Benefits Open Enrollment Period

By Matthew Gaude & Shawn McGuire It’s been a year unlike any other, and public health has been a constant theme in many of our lives. No matter

All,  Articles

October 4, 2021

What to Know About the T-Mobile Hack and 3 Things You Need to Do Now

By Matthew Gaude & Shawn McGuire Are you a T-Mobile customer? If so, your data may be at risk. On August 16, 2021, T-Mobile announced a major

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September 13, 2021

Could a Donor-Advised Fund Save You Money on Taxes?

By Matthew Gaude & Shawn McGuire You enjoy giving to causes you care about. When making a charitable contribution, yes, your main goal is to

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August 13, 2021

The Top 5 Financial Planning Challenges in the First 10 Years of Retirement

By Matthew Gaude & Shawn McGuire The marathon journey to retirement is nearly over, and the finish line is finally in sight! You’ve been

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August 9, 2021

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.

All,  Articles

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About

Securities offered through American Portfolios Financial Services, Inc., member FINRA/SIPC. *Advisory Services offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is independently owned and not affiliated with APA or APFS.

Contact

LiveOak Wealth Management
10892 Crabapple Rd. Ste. 100
Roswell, GA 30075

Phone:
770-552-5968

Fax:
770-552-5968

Email:
INFO@LIVEOAKWM.COM

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