Oxford Retirement & Estate Planning

Thank you for visiting Oxford Retirement & Estate Planning Inc.  Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have compiled this information as an educational tool; to help you gain better understanding of financial concepts behind insurance, investing, retirement and estate planning and wealth preservation. 

You'll find a wealth of information in the form of newsletter articles, calculators and research reports.  We frequently update this information, please check back regularly to ensure you stay up to date on new developments in the area of personal finance and insurance.  The advisors at Oxford Retirement & Estate Planning Inc are here to:

       Help educate you about the basic concepts of financial management

       Help you learn more about who we are and the services we provide

       Provide fast, accurate easy access to resources

It is important for you to understand the value of working with skilled professionals.  We can help you identify and pursue your financial goals.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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