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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.

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.

08/12/2026

In a survey by the Pew Research Center, about 44% of young adults ages 18–34 with a living parent say they received financial help from their parents during the previous 12 months. The expenses parents assisted with most frequently included household expenses, their cellphone bill and subscriptions to streaming services. 𝗗𝗼 𝘆𝗼𝘂 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 𝗮𝗻𝘆 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗮𝗱𝘂𝗹𝘁 𝗰𝗵𝗶𝗹𝗱? 𝗛𝗼𝘄 𝘀𝗼?

08/05/2026

𝗗𝗼 𝗜 𝗻𝗲𝗲𝗱 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗲𝗿 𝗮𝗳𝘁𝗲𝗿 𝗜 𝗿𝗲𝘁𝗶𝗿𝗲? You may feel like you've crossed the finish line, but this next stage of life is really a new beginning. Retirement adds new elements to your financial plan: creating a sustainable income strategy, managing tax liability, keeping an eye on healthcare costs, making required withdrawals and planning for your legacy. A Certified Financial Planner (CFP®) can help you navigate these next steps, track your progress and pivot when needed. Let us help you enjoy the retirement you've worked so hard to achieve. Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

07/29/2026

𝗖𝗮𝗻 𝗜 𝗮𝗳𝗳𝗼𝗿𝗱 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲? Oxford Planning Group can help you review the many factors you need to consider. How much income will you need in retirement? Where will you live? Do you have a mortgage? What do you want to do for pleasure in retirement? Your answers to these questions and others will help you decide how much money you’ll need for the type of retirement lifestyle you want. Learn more about our retirement planning services here: https://oxfordplanning.com/oxford-financial-services/retirement-planning/

07/22/2026

𝗖𝗼𝗹𝗹𝗲𝗴𝗲 𝘁𝘂𝗶𝘁𝗶𝗼𝗻 𝗯𝗶𝗹𝗹𝘀 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗮𝗿𝗿𝗶𝘃𝗶𝗻𝗴 𝘀𝗼𝗼𝗻. As you start paying college expenses, it's a good idea to keep records of how 529 funds are being used. Save copies of:

✏️ Tuition statements
✏️ Housing and meal plan expenses (subject to IRS rules and school limits)
✏️ Required fees
✏️ Textbooks, computers and other eligible technology expenses

A simple folder — digital or paper — can make things much easier at tax time when you can show that your 529 withdrawals match what you spent on qualified education expenses.

Any questions about how to use a 529 savings plan? Call (410) 995-8711 or email [email protected] for a free consultation.

07/15/2026

𝗘𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀𝗻'𝘁 𝗷𝘂𝘀𝘁 𝗮𝗯𝗼𝘂𝘁 𝘆𝗼𝘂𝗿 𝗮𝘀𝘀𝗲𝘁𝘀. It also provides clarity and peace of mind for the people you care about most. While conversations about the loss of your loved ones or health conditions can be difficult, having a plan in place can help reduce confusion, avoid family disputes, and ensure your wishes are honored. We can talk you through these aspects of estate planning and connect you with our attorney colleagues who specialize in estate planning so that your wishes can be properly and legally documented. Call (410) 995-8711 or email [email protected] for a free consultation.

07/09/2026

𝗔 𝟰𝟬𝟭(𝗸) 𝗹𝗼𝗮𝗻 𝗶𝘀 𝗮 𝗹𝗼𝗮𝗻 𝘆𝗼𝘂 𝘁𝗮𝗸𝗲 𝗳𝗿𝗼𝗺 𝘆𝗼𝘂𝗿 𝗼𝘄𝗻 𝟰𝟬𝟭(𝗸) 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗮𝗰𝗰𝗼𝘂𝗻𝘁, if your employer's plan allows it. People typically use a 401(k) loan when they need access to cash and either want to avoid high borrowing costs or cannot easily qualify for other loan types. A few circumstances where you might want to take a 401(k) loan might include paying off high-interest debt, covering a financial emergency or making a down payment on a home purchase.

07/01/2026

𝗦𝗵𝗼𝘂𝗹𝗱 𝗜 𝘀𝗮𝘃𝗲 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗼𝗿 𝗽𝗮𝘆 𝗱𝗼𝘄𝗻 𝗺𝘆 𝗱𝗲𝗯𝘁? This answer can depend on how old you are (and how many years until retirement) and what kind of debt it is. For example, credit cards charge very high interest rates, while school loan rates are much lower. We will also want to look at what kinds of expenses you see in your future. These are just a few of the factors we’ll consider to help you decide your next step. Call (410) 995-8711 or email [email protected] for a free consultation.

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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