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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirees traveling abroad need to know that their health insurance travels with them.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.