Broker Check
Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs? Explore How We Can Help

Welcome to

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.

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

View all articles arrow

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

View all videos arrow