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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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.