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 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Being healthy not only makes you feel good, it may also help you financially.
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.
Understanding how a stock works is key to understanding your investments.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learn how to harness the power of compound interest for your investments.