The Oxford Oracle

Read the latest financial news from professional advisors at Oxford Financial Partners.

Posts by Oxford Financial Partners:

Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process

Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process

Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes a majority of your property, but often leaves out smaller belongings - leaving loved ones to organize what is left.

The Pros & Cons of a Do-It-Yourself Will

The Pros & Cons of a Do-It-Yourself Will

We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will? You may have heard that you can actually do-it-yourself when it comes to creating a will, and it is fairly easy to accomplish online.There are a few considerations to make, however, before going this route. 

4 Things That Will Be More or Less Expensive After Coronavirus

4 Things That Will Be More or Less Expensive After Coronavirus

COVID-19 has impacted nearly every aspect of the economy. When President Donald Trump declared the virus a national emergency at the beginning of March, standards of living rapidly shifted: governors enacted stay-at-home orders, learning institutions closed and consumers suddenly faced unprecedented challenges.1 While the travel and tourism industry is seeing record lows, demand for staple foods and hygiene products has surged. 

Common Scams to Be Aware of During the COVID-19 Pandemic

Common Scams to Be Aware of During the COVID-19 Pandemic

While staying alert and identifying potential scams is something we should always be doing, it is even more important at this moment in time. That's because, amidst the COVID-19 pandemic, scammers are eager to take advantage of the current state of fear and confusion - which is leaving many people isolated and vulnerable. To help you remain alert and aware, we’ve identified a few common scams that have arisen in response to the current pandemic. 

5 Financial Goals for Spring

5 Financial Goals for Spring

Spring is almost here, and there is no better time to perform a spring cleaning of your finances. One way to get your finances whipped into shape is by setting reasonable financial goals that can help you get on track for a successful year. Always make sure that your goals are specific and attainable so that you do not succumb to frustration and end up giving up before you achieve them. To start your spring season off right, consider one or more of the following five financial goals: