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Third Quarter 2021 Market Review and Strategy Update

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Live Oak Wealth Management

Live Oak Wealth Management

Financial Advisors in Roswell, GA

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Articles


July 14, 2018

ARE YOU COVERED BY THESE FOUR KEY INSURANCE POLICIES?

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

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July 14, 2018

HOW MUCH RISK IS IN YOUR 401(K)?

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

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July 14, 2018

FIVE STEPS TO AN A+ COLLEGE PLAN (5-29 DAY)

Regardless of whether your child is two or twelve, the thought of college has probably crossed your mind. In the busyness of life and never-ending

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July 14, 2018

5 UNEXPECTED THREATS TO YOUR RETIREMENT PLAN

What comes to mind when you imagine something wiping out your retirement savings? A personal tragedy? A natural disaster? Or what about a recession?

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July 14, 2018

HOW MUCH LIFE INSURANCE DO YOU REALLY NEED?

When planning for the future, many people neglect to consider life insurance’s role in their financial strategies. Instead, they focus on growing

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July 14, 2018

DO YOU KNOW SOMEONE WHO NEEDS OUR HELP?

You don’t have to be neck-deep in the financial field to know that the markets have been a roller coaster recently. We’ve had record highs but also

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July 14, 2018

MARCH MADNESS AND YOUR 401K

March Madness has officially begun.  This is the time of year where novices and avid basketball fans fill out their brackets of 68

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July 14, 2018

HOW COULD TAX CHANGES AFFECT YOUR FINANCIAL PLAN?

President Trump campaigned on the promise of sweeping tax reform, and on December 20, 2017, Congress passed the final version of the Tax Cuts and Jobs

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July 14, 2018

UMPSTART YOUR FINANCIAL PLAN FOR 2018!

If you’re like me, New Year’s Day already feels like ancient history. And if you made a New Year’s resolution, you may be part of the 80% of Americans

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About

Securities offered through American Portfolios Financial Services, Inc., member FINRA/SIPC. *Advisory Services offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is independently owned and not affiliated with APA or APFS.

Contact

LiveOak Wealth Management
10892 Crabapple Rd. Ste. 100
Roswell, GA 30075

Phone:
770-552-5968

Fax:
770-552-5968

Email:
INFO@LIVEOAKWM.COM

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