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.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
How long does a $20 bill last?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.