Live Oak Financial Services, LLC

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Manage Your Tax Burden

If tax season has you searching for ways to lighten your tax load, here are two options to consider.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

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