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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The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

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