Overnight Russia launched an assault on Ukraine extending beyond the Donbas region, targeting military infrastructure and landing troops and tanks
Important Social Security & Medicare Updates for 2022
By Matthew Gaude & Shawn McGuire The years before retirement can be an overwhelming time. You may be excited to start a new chapter of your
Stocks Rally to End a Dismal January, but S&P 500 Still Posts Worst Month Since March 2020
By Matthew Gaude & Shawn McGuire The last time the market exhibited extreme fear was back in March of 2020. Now, don’t get me wrong—our current
A Guide to the 2021 Child Tax Credit
By Matthew Gaude & Shawn McGuire With tax season officially here, many families are struggling to understand the changes to the 2021 Child Tax
Quarterly Insights – January 2022
Welcome to 2022! Stocks overcame numerous headwinds during the past three months, including a resurgence in COVID cases, the Federal Reserve moving
Wishing You Happy Holidays From Our Team
By Matthew Gaude & Shawn McGuire Happy Holidays from our team at Live Oak Wealth Management! This year has certainly had its ups and downs, but
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
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
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