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Breaking Down The Complex World Of Social Security Spousal Benefits

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Breaking Down The Complex World Of Social Security Spousal Benefits

Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Social Security represents nearly one-third of all retirement income for retirees.

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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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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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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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Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

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Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

As Baby Boomers approach retirement, they may encounter a lot of so-called “expert” advice telling them how to invest just before or during their golden years. While some of this guidance is sound, other tips are myths that may, in fact, steer investors in the wrong direction.

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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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10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

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10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

Owning a small business can come with a steep learning curve, and it’s one that many entrepreneurs face alone. Learning as you go is never easy, and there are many aspects of day-to-day business that need to be mastered. In particular, small business owners may struggle to keep finances in order.

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Teaching Kids about Money in the Summer Months

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Teaching Kids about Money in the Summer Months

Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies.

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Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

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Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

Many business owners started as employees on payroll for larger corporations. Because of this, they likely understand the importance of providing benefits like 401(k) programs for their own workers.

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