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…

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…

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…

Oxford Advisory Group’s approach to staying ahead in a rapidly evolving business landscape is a testament to their commitment to innovation and adaptability.

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…

The outcome of any election can have significant consequences on tax policy. The 2024 election holds particular importance as it may bring forth changes that could impact tax rates for…

As we enter into the circus and media storm of the 2024 election, retirees and those planning for retirement have a vested interest in understanding how potential changes in tax…

Amid discussions of governments potentially targeting tax-deferred accounts to alleviate mounting debt, the term “tax-deferred” assumes greater significance, reminding account holders of inevitable tax obligations.

The majority of us have been told saving for retirement starts with a 401(k). 401(k) is actually the section of the tax code that allows earners and employers to create…

Global conflicts and uncertainty can affect retirees in ways that are not immediately evident.  The impact of government spending and the ever increasing national debt is a critical concern that…