Oxford Retirement & Estate Planning

07/20/2026

🎳 Mark your calendar for Friday, August 21st!

The Dare to Retire® Bowl Tournament returns on Friday, August 21, 2026, and we're looking forward to another evening spent with our wonderful client family. Whether you're bowling for bragging rights or just showing up for the good times, it's always a fun night to reconnect and enjoy time together.

📧 Invitations will be sent by email, so keep an eye on your inbox for details.

07/19/2026

The best work happens when great people work together. 🌟

Meet Aly Bell, Marketing Assistant, and Jani Fullerton, Marketing Coordinator.

From events and educational programs to the stories we share every day, their teamwork helps bring the Dare to Retire® mission to life.

We're grateful for the creativity and collaboration they bring to the team! 👏

07/18/2026

🚀 SAVE THE DATE 🚀

February 6, 2027

The theme for next year's State of the Economy has officially landed:
🛸 Helping to Protect Your Financial Universe.

Our Wealth Advisors are already preparing for a mission that will bring economic insights, market perspectives, and a few surprises along the way.

For now, mark your calendar and stay tuned.

📧 Invitations will be sent in the coming months.

07/17/2026

Required Minimum Distributions (RMDs) and any unexpected income can be tricky to navigate; without a solid plan, they can quickly become overwhelming and costly. 💸

However, with a solid strategy, you may be able to better control your withdrawals and tax bill, helping to keep more of your money over the long term.

07/16/2026

Retiring early sounds great until the healthcare quotes start showing up. 🏥 💸

Landon Randall, President and Wealth Advisor, recently talked about one of the biggest hurdles many pre-retirees run into: the cost of insurance before Medicare begins at 65.

For some couples, premiums alone can completely change the timeline they originally had in mind.

That’s why retirement planning today goes far beyond investments. Healthcare strategy, subsidies, coverage options, and long-term expenses are all part of the conversation now. 💬

07/15/2026

Don't stress! We've got 5 simple steps to help you get organized.

Proactive retirement planning can help you avoid financial challenges in the future. ✍️

Need extra guidance? Our team is here to help.

📞 Call 𝟲𝟮𝟯-𝟵𝟯𝟯-𝟵𝟱𝟬𝟴 today.

07/14/2026

A lot of people hear “Social Security reform” and immediately wonder what it means for them.

Jeff Bush The Washington Update shared that his view was that any future changes would likely impact younger generations more heavily than people already in retirement or close to it.

He also pointed out something important: Social Security is ultimately a math problem, which means future reforms would probably involve adjustments across multiple areas rather than one sweeping change.

It was a helpful reminder that understanding the bigger picture can make these conversations feel a little less overwhelming.💡

07/13/2026

Retirement often opens the door to a different kind of spending. 💸

Some folks picture trips they’ve been waiting years to take or hobbies they finally have time to enjoy. Others focus on practical costs that continue into retirement, like housing or healthcare.

Then there are families who prioritize helping the next generation, whether that means supporting children through big life moments or setting aside resources for grandchildren.

What do you think will be the biggest expense in retirement? Drop your answer in the comments below.👇

07/12/2026

Warm weather and lower income taxes have made states like Florida, Arizona, and Texas attractive retirement destinations for many people.

But the Fidelity article we’re sharing highlights something important: lower taxes don’t always mean lower overall costs. Insurance premiums, property taxes, and housing prices can change the equation more than people expect.

Take a few minutes to read the article at the link, and if you’d like help thinking through how location impacts your long-term plan, our team would be happy to start the conversation.
🔗 https://loom.ly/mcnTdrk
📲 623-933-9508

Thousands of retirees move to the Sun Belt every year, drawn by good weather and a lower cost of living. But is it really cheaper to live there?

07/11/2026

A night at the ballpark with great people is hard to beat. ⚾

We loved getting to spend time with our wonderful clients during our recent night out. Events like these are such a good reminder that the relationships built over the years are what make this community so special.

Want to learn more about the Dare to Retire® family? Head to our website to explore more.