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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Meet the Team: Erik Christman

Blog

Meet the Team: Erik Christman

At Oxford Financial Partners, teamwork is an essential part to our success. Over the last 5 weeks, we’ve been highlighting members of our incredible team. For this last week of our “Meet the Team” series, we are featuring our Managing Partner, Erik Christman:

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Quarterly Market Outlook: Q3 2019

Videos

Quarterly Market Outlook: Q3 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Meet the Team: Harrison Wolfe

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:

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Should you invest in a Roth or Traditional IRA?

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.

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Busting Three Half-Truths About Reverse Mortgages

News

Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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Meet the Team: Carolyn Smith

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. 

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Celebrating True Financial Freedom

Monthly Newsletters

Celebrating True Financial Freedom

Fourth of July! We stand in the haze of firework smoke and barbecue grills enjoying our family, sweating in the heat. On this most nostalgic of holidays, we celebrate the independent spirit of what it means to be an American. More than a one-time political event in distant history, this is the freedom to stand on our own two feet and pursue our unique destiny.

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Meet the Team: Tyler Henderson

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:

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How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

News

How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.

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