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
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
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
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