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Should you invest in a Roth or Traditional IRA?

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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.

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Meet the Team: Carolyn Smith

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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. 

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Meet the Team: Tyler Henderson

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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:

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Meet the Team: Alison McLaren

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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:

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The Progression of Financial Planning Through Every Decade of Your Life

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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.

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

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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.

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Meet the Team: Patrick Walsh

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Meet the Team: Patrick Walsh

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

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

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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.

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5 Reasons to Think About Long-Term Care Planning Today

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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.

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I bet you didn’t know this – Fun and Interesting Facts about Money

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I bet you didn’t know this – Fun and Interesting Facts about Money

Published by: Carolyn Smith, Executive Assistant As a woman I can say that I love money – so much so that shopping is one of my favorite things to do.    But shopping would not be shopping without money, so therefore, I can say that I truly love money.  In fact, I do not think that we would be able to survive without it – even if you do not like to shop.

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