Archive for February 2024
401(k) Distributions And Rollover Tips For 2024
Knowing when to access your 401(k) can take significant time and effort. If you have been socking away funds in this popular tax-deferred vehicle (hopefully with employer-matched contributions), you have…
Read MoreTop 3 Concerns Your Clients Have in 2024
Buckle up, this year is going to be a frenzy of political discussions, last-minute attempts to push new policies, and what may concern your clients (and prospects) the most, headlines…
Read MoreLive Retirement with Confidence: Oxford Advisory Group
In the highly fast-paced world we live in, financial advisors play a crucial role in helping individuals and businesses manage their financial affairs. Financial advisors possess specialized knowledge in areas…
Read More5 Best Tech Companies to Watch 2024
Oxford Advisory Group’s approach to staying ahead in a rapidly evolving business landscape is a testament to their commitment to innovation and adaptability.
Read MoreNew Proposals for Social Security Include Tax Hikes
Are we running out of Social Security? A question that has been asked for decades has complicated answers. Short answer: yes, if we don’t…
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