Live Oak Investors

06/01/2026

Retirement isn’t the end of financial planning. It’s a new beginning. And the better you understand the retirement trends shaping this stage of life, the more confidently you can live it.

https://liveoakinvestors.com/whats-new-in-retirement-in-2026-trends-every-retiree-needs-to-watch/

05/29/2026

Investing for Kids: What Is a 529 Plan?

A 529 plan is a special investment account designed to help families save for education.
That’s its entire purpose.

Think of it like this — it’s an account meant to help pay for:
● College
● Tuition
● School‑related expenses

What makes it unique?
The money in a 529 can grow over time, and when it’s used for qualified education expenses, it may offer valuable tax benefits.

But here’s the key:
This money is intended only for education.

Simple definition:
A 529 plan = An investment account specifically for your child’s education.

Be intentional. And at Live Oak Investors, we’re here to help you plan with purpose.

05/28/2026

Summer nights are here, and we’d love to spend them with you!
Live Oak Investors is proud to sponsor the Free Roam Brewery Singer‑Songwriter Flatbed Summer Concert Series, and our clients are invited to come out, relax, and enjoy incredible local talent all season long.

Be sure to check out the awesome lineup! Bring a friend, grab a cold drink, and join us for great music and community. We hope to see you there.

05/26/2026

🎓 A 529 plan may offer more flexibility than many people realize.

Most families think 529 plans are only for traditional college tuition but depending on the plan and current rules, funds can also support vocational programs, apprenticeships, certain international schools, and even limited student loan repayment.

Not every path leads to a four‑year college, and that’s okay. The good news? Your 529 plan still offers meaningful options. From trade programs to global education opportunities and even emerging possibilities like Roth IRA rollovers your savings can follow the path your child chooses.

Education looks different for every family. Your savings strategy can too.

Live Oak Investors is here for you.🎓

05/25/2026

Today, we pause to honor the brave men and women who gave their lives in service to our country.
Their courage, sacrifice, and devotion to protecting our freedoms will never be forgotten.

With gratitude,
The Live Oak Investors Team

05/20/2026

🎓 Turning the tassel is a milestone but the journey ahead is where the real growth happens.

Parents can make a huge impact by inviting their graduates into financial conversations early on:

Let them sit in on a planning meeting

Talk openly about saving, budgeting, and investing

Connect them with your financial advisor

These small steps give young adults the confidence and clarity they need to make smart choices as they step into adulthood.

At Live Oak Investors, we’re here for you as you guide the next generation forward.

05/18/2026

When it comes to making decisions about whether or not to convert pretax IRA or 401(k) savings to Roth — paying the tax now or waiting until later a lot of people get caught up in the math.
They turn to financial-planning software, either through professional planners or via one of the few programs available to do-it-yourselfers with subscriptions, like Boldin or ProjectionLab. The Roth conversion calculators in these financial-planning programs are designed to model and quantify the analysis to tell you whether you will end up paying more tax now or more tax later.

https://liveoakinvestors.com/you-may-be-making-a-big-mistake-with-your-roth-conversion-this-expert-says/

05/10/2026

To the mothers who shape us and help us grow; thank you for your strength, love, and guidance.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

05/04/2026

Your greatest retirement risk may be something that’s unknowable: how long you will live.

Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, according to new research from the TIAA Institute. That has real consequences, as workers who underestimate longevity tend to save less, plan less and risk running out of money in what could be a decades-long retirement, the research arm of financial-services company TIAA found.

https://liveoakinvestors.com/a-long-life-isnt-cheap-underestimating-your-longevity-can-be-very-expensive/