Helping You Thrive and Endure.
With the uncertainly in today's world, it is important to partner with an experienced team member who seeks to fulfill your needs. A team member you can relate to, count on and who is available to you both now and in the future.
With this in mind, Steven Burdick founded Live Oak Wealth Management.
The Oak tree is a unifying symbol of our beautiful Central Coast and serves to remind us of the importance of building strength. This strength enables the Oak to endure and thrive over time. Our goal at Live Oak Wealth Management is to serve you in developing strategies that may assist you in your ability to also "endure" and "thrive".
- 403b/401k plans
- Full-service Financial Planning
- Insurance needs and analysis
- College funding services
- Mutual funds and Income Tools
- Wealth Management
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How to help determine life insurance needs to provide for your family after you pass away.
Term insurance is the simplest form of life insurance. Here's how it works.
In the face of divorce, making changes to insurance coverage may be overlooked.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.