Is Your Tax Bill Too High? Learn These Strategies To Achieve A Tax Efficient Estate And Retirement Plan

By webteam | January 22, 2024 |

There have been key changes to tax efficient estate and retirement planning. A team that focuses on retirement tax strategies, Chris Dixon Jr. and Samuel J. Dixon from Oxford Advisory Group shared…

Crafting a Budget for Your Retirement Income Needs

By webteam | July 8, 2021

Budgeting and saving for retirement has become every individual’s responsibility like never before. Being realistic, preparing for future medical expenses, and gaining an accurate understanding of today’s tax laws are…

One Important Retirement Age Milestone People Tend to Forget

By webteam | August 30, 2019 |

When those approaching retirement come to our office to discuss their plans, we find there are certain milestone ages they know by heart. Most know, for example, that after age…

3 Moves Millennials Must Make to Retire Early

By webteam | August 2, 2019

Is it possible for millennials to plan for retirement? What can they do now to save for the future? Sam explains the importance of saving as early as possible. He…