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
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Federal estate taxes have long since been a lucrative source of funding for the federal government.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Couples may be able to head off many of the problems in a marriage that money can cause.
The uncertainties we face in retirement can erode our sense of confidence.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Tax preparation may be the perfect time to give the household budget a check-up.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?