All

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

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

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.

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

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

By Matthew Gaude & Shawn McGuire Receiving an inheritance of money is an appreciated gift. But without proper planning and guidance, you may

By Matthew Gaude & Shawn McGuire At the end of 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement

By Matthew Gaude & Shawn McGuire If you’re like many of our clients, you live generously. You know that the world goes far beyond just you and

By Matthew Gaude & Shawn McGuire The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of