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
Do You Understand Your Emotions About Money?
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
HOW TO MAXIMIZE YOUR HEALTH SAVINGS ACCOUNT (HSA)
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
SOCIAL SECURITY: WHAT YOU DON’T KNOW COULD COST YOU
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
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
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