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Oxford Planning Group, LLC

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United States
Woodstock, MD
Oxford Planning Group, LLC

Oxford Planning Group “Building Wealth at Any Age". Independent Registered Investment Adviser and Fiduciary.

Let Oxford help you achieve your goals and to simplify your financial life.

10/21/2026

💲𝗔 𝗛𝗲𝗮𝗹𝘁𝗵 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 (𝗛𝗦𝗔) 𝗹𝗲𝘁𝘀 𝘆𝗼𝘂 𝘀𝗲𝘁 𝗮𝘀𝗶𝗱𝗲 𝗺𝗼𝗻𝗲𝘆 𝗳𝗿𝗼𝗺 𝘆𝗼𝘂𝗿 𝗽𝗮𝘆𝗰𝗵𝗲𝗰𝗸 for qualified healthcare expenses. Your contributions may be tax-deductible or made with pre-tax dollars, and your money can grow tax-free. A key benefit is you don’t have to spend it right away, unlike a Flexible Spending Account (FSA), where you must spend the funds by a specific date in an annual cycle. HSA balances generally roll over year to year, allowing you to build savings you can use for future healthcare costs — including during retirement. Talk to us to learn more about using an HSA to its full advantage.

10/14/2026

𝗬𝗼𝘂𝗿 𝟮𝟬𝘀 𝗮𝗿𝗲𝗻'𝘁 𝘁𝗼𝗼 𝗲𝗮𝗿𝗹𝘆 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗶𝗻𝗰𝗼𝗺𝗲, and you don't need a lot of money to get started. What matters most is developing good habits early. For example:

💠 Contribute consistently to a retirement account
💠 Take advantage of an employer's 401(k) match, if available
💠 Build an emergency fund so unexpected expenses don't interfere with your monthly budget
💠 Increase your contributions as your income grows

You don't have to get everything perfect in your 20s. We enjoy working with people just getting started in the workforce or beginning their investing journey. Connect with us at (410) 995-8711, or email [email protected] for a complimentary consultation.

10/07/2026

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿 𝗶𝗻 𝘆𝗼𝘂𝗿 𝟰𝟬𝘀? 𝗢𝗿 𝗼𝗹𝗱𝗲𝗿? If your business is growing, your retirement strategy may need to grow with it. Aspects to consider include:

✅️ Are you contributing as much as you comfortably can while having funds in reserve?
✅️ Are you taking advantage of retirement savings opportunities available to you as a business owner, including a Solo 401(k), SEP IRA or other retirement plan?
✅️ Are you building wealth outside of your business through an investment strategy?

We can help you balance the attention you give to your business operations today with retirement planning that builds a comfortable financial future for tomorrow. Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

09/30/2026

𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲 𝗶𝗻 𝟮𝟬𝟮𝟳? Now is the time to start preparing for the next chapter. Retirement is more than choosing a date. It's about creating a strategy for your income, expenses, savings and long-term goals. Starting the planning process now can help you identify opportunities, address potential challenges and move into retirement with greater confidence. We can help you create a personalized retirement strategy. If you have a plan in place, we'd be happy to offer a second opinion. Call (410) 995-8711, or email [email protected].

09/23/2026

𝗙𝗼𝗿 𝗺𝗮𝗻𝘆 𝗽𝗲𝗼𝗽𝗹𝗲, 𝗴𝗶𝘃𝗶𝗻𝗴 𝘁𝗼 𝗰𝗵𝗮𝗿𝗶𝘁𝘆 𝗶𝘀 𝗮 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝘄𝗮𝘆 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗻𝗱 𝗰𝗮𝘂𝘀𝗲𝘀 𝘁𝗵𝗲𝘆 𝗰𝗮𝗿𝗲 𝗮𝗯𝗼𝘂𝘁. What some investors may not realize is that charitable giving can also play a role in a well-rounded retirement income strategy. Depending on your age, the types of investment accounts you own and your overall financial situation, certain giving strategies may offer tax advantages while allowing you to make a powerful impact. Let us help you explore strategies that align with both your financial goals and your personal values. Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

09/17/2026

𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗮 𝗻𝗲𝘄 𝗰𝗵𝗮𝗽𝘁𝗲𝗿 𝗮𝗳𝘁𝗲𝗿 𝗱𝗶𝘃𝗼𝗿𝗰𝗲? Here are five financial moves to consider:

▫️ Create a financial plan that reflects your new goals.
▫️ Adjust your budget to fit your current income.
▫️ Update beneficiaries on your retirement accounts and insurance policies.
▫️ Make financial decisions with your new long-term goals in mind.
▫️ Revisit your retirement plan to help keep your future on track.

Taking these steps can help you move forward with greater confidence and peace of mind. Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

09/09/2026

𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 𝗢𝗽𝗲𝗻 𝗘𝗻𝗿𝗼𝗹𝗹𝗺𝗲𝗻𝘁 𝗯𝗲𝗴𝗶𝗻𝘀 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟱. Healthcare decisions are an important part of retirement planning. Medicare plans can change each year, including costs, benefits and coverage options. Open enrollment is a good time to review your current plan and consider whether it still fits your healthcare needs and retirement budget.

𝗕𝗲𝗳𝗼𝗿𝗲 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟳, 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿:
▫️ Reviewing your current healthcare expenses
▫️ Checking whether your prescriptions and providers are still covered
▫️ Comparing plan options for the year ahead
▫️ Understanding how healthcare costs fit into your overall retirement plan

09/02/2026

💲𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 “𝗡𝗼-𝗦𝗽𝗲𝗻𝗱 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿”? It's a personal finance challenge where people intentionally reduce or eliminate nonessential spending for the month. The goal is not necessarily to spend nothing, but to become more aware of spending habits, trim where you can, and separate needs from wants. Would you like us to take a look at your monthly budget or help you create one? Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

08/26/2026

𝗪𝗵𝗲𝗻 𝘆𝗼𝘂'𝗿𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀, it can be tempting to use one bank account for both business and personal finances. While it may seem easier at first, combining the two can make it harder to track revenue, expenses, cash flow and profitability.

Instead:

✔ Open separate business and personal bank accounts.
✔ Track business expenses consistently.
✔ Pay yourself a regular salary or owner distribution.
✔ Work with financial professionals to align your business and personal financial goals.

Keeping finances organized helps you manage your business effectively while protecting your long-term goals, including retirement and wealth planning. We work with many entrepreneurs to guide them through challenges like these. Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

08/19/2026

𝗥𝗲𝗰𝗲𝗶𝘃𝗶𝗻𝗴 𝗮𝗻 𝗶𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗰𝗮𝗻 𝗯𝗲 𝗮 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗮𝗻𝗱 𝗲𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲. While it may provide new financial opportunities, it also comes with important financial decisions. You may want to:

• Change your investment strategy. Additional assets may require a review of your portfolio, risk tolerance, and long-term goals.
• Consider new tax considerations. Certain inherited assets, especially retirement accounts, may have rules that affect your tax strategy.
• Update your retirement income plan. New assets may change how you approach withdrawals and plan for future expenses.

If you have received an inheritance, we can help you understand your options and make decisions that support your goals. Email [email protected] or call (410) 995-8711.

Address

10713-B Birmingham Way
Woodstock, MD
21163

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.oxfordplanning.com/

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