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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Heir-Tight Estate Conservation

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

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

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