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Live Oak Wealth Management

Live Oak Wealth Management

Financial Advisors in Roswell, GA

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October 29, 2018

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

All,  Articles

October 29, 2018

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

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October 29, 2018

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

All,  Webinars

August 2, 2018

3rd Quarter 2018 Market Review & 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

All,  Webinars

July 14, 2018

HOW TO MAXIMIZE YOUR HEALTH SAVINGS ACCOUNT (HSA)

We live in a society that loves to have options, but sometimes the sheer amount of choices in front of us can be overwhelming. That’s exactly what can

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July 14, 2018

SOCIAL SECURITY: WHAT YOU DON’T KNOW COULD COST YOU

When payday arrives, you probably don’t analyze every single deduction on your paycheck. You know that taxes come out, as well as your healthcare

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July 14, 2018

ARE YOU COVERED BY THESE FOUR KEY INSURANCE POLICIES?

Often when we think about finances, we focus on accumulating. We want to save for our various goals and build up a nest egg, but a great savings rate

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July 14, 2018

HOW MUCH RISK IS IN YOUR 401(K)?

Have you ever given serious thought to the intricacies of your 401(k)? We frequently hear about how important and necessary a 401(k) plan is for

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July 14, 2018

FIVE STEPS TO AN A+ COLLEGE PLAN (5-29 DAY)

Regardless of whether your child is two or twelve, the thought of college has probably crossed your mind. In the busyness of life and never-ending

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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
11115 Houze Road
Roswell, GA 30076

770-552-5968

INFO@LIVEOAKWM.COM

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