By Matthew Gaude & Shawn McGuire Are you confident about your retirement prospects, or does a review of your savings leave you feeling anxious?
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Here at Live Oak Wealth Management, we believe that your success is our success and have made it a priority to build lasting, meaningful relationships
What Is A Fiduciary And Why Is It Important?
By Matthew Gaude & Shawn McGuire Does your financial advisor have a hidden agenda? You might assume that if you work with a financial advisor,
See A Sample Financial Plan
By Matthew Gaude & Shawn McGuire When’s the last time you made a major purchase sight unseen? You most likely haven’t. It would be incredibly
What Is Your Long-Term Care Plan?
By Matthew Gaude & Shawn McGuire If you want something done right, do it yourself. A saying we find rings true in many areas of life, and most
Five Steps To Get Your Financial House In Order
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
What Makes Live Oak Wealth Management Different?
Live Oak Wealth Management is not your ordinary advisory firm. Established in 2009, we created Live Oak Wealth Management to offer independent,
Schedule A Social Security Review Meeting Today!
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
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