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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential capital gains taxes due on your transactions.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
$1 million in a diversified portfolio could help finance part of your retirement.
Three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.