Blog

Filter Blog by:

Blog

Meet the Team: Harrison Wolfe

“The strength of the team is each individual member. The strength of each member is the team.” –Phil Jackson At Oxford Financial Partners, we love to showcase our team so we can give you a chance to meet the amazing people behind the work that we do.  As part of our “Meet the Team” series, this week we are featuring Associate Advisor, Harrison Wolfe:

Read More
Traditional IRA, Roth IRA, tax/taxes/taxable

Blog

Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Read More

Blog

Meet the Team: Carolyn Smith

“Great things in business are never done by one person; they’re done by a team of people.” – Steve Jobs Each member of our team plays an essential role here at Oxford Financial Partners. 

Read More

Blog

Meet the Team: Tyler Henderson

“Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work.” –Vince Lombardi At Oxford Financial Partners, every team member is an essential and awesome addition to our firm.  To continue with our “Meet the Team” series, this week we are showcasing Senior Advisor, Tyler Henderson:

Read More
planning through the decades

Blog

The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Read More

Blog

Meet the Team: Alison McLaren

At Oxford Financial Partners, each member of our team plays an important role.  To continue with our “Meet the Team” series, this week we are featuring our Marketing Manager, Alison McLaren:

Read More
buying a car

Blog

How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

Read More

Blog

Meet the Team: Patrick Walsh

“Alone we can do so little, together we can do so much” -Helen Keller

Read More
estate planning, financial planning,

Blog

Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

Read More
long term care planning

Blog

5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

Read More