Adaptable Planning Across Multiple Generations
1042 Camellia Blvd, Suite 11
Lafayette,
LA
70508
Phone:
- (337) 366-1911
Fax:
- (337) 534-4421
- E-mail address: contact@liveoakwa.com
CALCULATORS
Explore our suite of financial calculators. Please contact us to discuss any questions.
CALCULATORSNewsletters
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.