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By Matthew Gaude & Shawn McGuire Did you know that 4 in 10 Americans admit that they prefer not to think about money? (1) This isn’t all too

Live Oak Wealth Management is not your ordinary advisory firm. Established in 2009, we created Live Oak Wealth Management to offer independent,

For most Americans, Social Security is a significant retirement asset. Born out of the Great Depression as a retirement safety net, it has grown to

When you retire, having a predictable, long-term income source is critical. The last thing you want is unnecessary expenses eating away at your

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

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

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

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

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