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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the economy's cycles can help put current business conditions in better perspective.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A quick look at how federal income taxes work.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: right now.