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…
Christopher J Dixon is named one of Florida’s top “Men of the Year”
Christopher J Dixon Orlando Family Magazine just released its list of “Men of the Year” and co-founder Chris Dixon has made the list! Learn more by reading here We are…
Smart Money Match – Features Oxford
Working with a retirement focused advisor Many looking into retirement question whether or not they may benefit from working with a financial advisor. Retirees may choose to work with an…
Samuel Dixon – Interview with Business Innovators
Samuel Dixon – Interview with Business Innovators Listen to the full episode now! Business Innovators Get to know Samuel Dixon with this exclusive interview. Learn more about the “why” behind…
Is Your Tax Bill Too High? Learn These Strategies for Taxes in Retirement.
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…
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