Oxford Wealth Advisors
As one of New Mexico’s Premier retirement and estate planning firms, Oxford Wealth Advisors specializes in creating comprehensive retirement plans that can lead to a comfortable future. We have assembled an exceptional staff and team of licensed financial representatives to assist you. At Oxford Wealth Advisors, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face future challenges with success and peace of mind.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Life insurance proceeds are generally tax-free. But not in all cases.
Learn when it may not make sense to file a claim on your home insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
Building wealth requires protection from the forces of wealth destruction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
What if instead of buying that vacation home, you invested the money?
Have you explored all your options when it comes to managing your taxable income?