Live Oak Financial Services, LLC

 

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Calculators

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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Newsletters

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

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