One Big Beautiful Bill for Florida Retirees
One Big Beautiful Bill For Florida Retirees The One Big Beautiful Bill Act (OBBBA), enacted on July 4, 2025, introduces significant tax and financial planning changes that directly impact wealthy…
Retirement in Florida: Optimizing Wealth
Retirement in Florida for Affluent Individuals: Optimizing Wealth Retirement in Florida offers high-net-worth individuals an opportunity to enjoy their years in a state that combines financial advantages with an enviable…
Oxford Retirement Navigation Map with Samuel J. Dixon – Featured in TIME
Samuel J. Dixon Retirement Navigation- Featured in TIME Combining Academic Preparation With Real-World Solutions Aimed at Long-Term Retirement Success. Understanding Retirement Navigation. Retirement planning has changed. Tax laws are complex.…
Oxford Retirement Navigation Map featured on USA Wire
The Oxford Retirement Navigation Map: How Christopher Dixon’s Trademarked Process Is Revolutionizing Retirement Planning for Ultra-High Net Worth Clients Retirement planning is rarely straightforward, especially for individuals with substantial wealth.…
Why High-Net-Worth Retirees Are Turning to Focused Planning for 2026
High-net-worth (HNW) individuals, often with investable assets exceeding $1 million, face complex considerations when planning for retirement. In 2025, affluent retirees are increasingly focused on strategies that aim to preserve…
Retirement Planning in Florida: Strategies for High-Net-Worth Individuals
Retirement Planning in Florida: Strategies for High-Net-Worth Individuals Retirement planning in Florida offers unique opportunities for high-net-worth individuals. Those seeking to enjoy their years in a tax-friendly and vibrant state.…
Christopher Dixon – MSN Top 10
Pioneering Financial Success at Oxford Advisory Group In the dynamic world of financial advisory services, few names shine as brightly as Christopher J. Dixon and Samuel J. Dixon, the co-founders…
Does a Younger Spouse Change Your RMDs?
When Do RMDs Start for Married Couples? The IRS requires individuals to begin RMDs from most retirement accounts at age 73 (or 75 for those born in 1960 or later,…
CGO of the Year (Retirement Financial Planning) – Florida 2025
C-Suite Insider Lists Oxford’s very own Brad Swineheart as CGO of the year! CGO of the Year (Retirement Financial Planning) – Florida 2025 Brad Swineheart is a dynamic leader with…
Carrying more debt longer than ever before
Americans are carrying more debt longer than ever before, this can impact retirement. Retirement planners—essentially a subset of the traditional financial planner—are specialized in helping people enjoy a stress-free life…
Why Retirees Should Consider Moving Investments into Safer, Low-Risk Options
Why Retirees Should Consider Moving Investments into Safer, Low-Risk Options As retirement approaches, the strategies that served you well during your working years may need to shift to reflect your…
Silicon Review “Oxford Advisory Group stands out from the rest”
The Silicon Review Live Retirement with More Confidence: Oxford Advisory Group In the highly fast-paced world we live in, financial advisors play a crucial role in helping individuals and businesses…
- « Previous
- 1
- 2
- 3
- 4
- Next »
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
