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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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Busting Three Half-Truths About Reverse Mortgages

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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

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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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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

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

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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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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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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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