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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn when it may not make sense to file a claim on your home insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.