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Patrick Walsh

Get tips and insights for your investing, money management, and more from Patrick Walsh, CFP, on the Oxford Financial Partners blog.

New Administration, New Congress; 3 Possible Changes to Keep an Eye On

Ignore These 2 Investing Conspiracies

Anytime that control of the white house changes political parties, there is going to be change. Beyond standard policy items like taxes and regulation, I have also seen much speculation about “hidden” or “secret” changes that could come about that...

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know

Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. Last March, the CARES Act...

A Second Round of Stimulus Checks Are Coming for Americans: The Rundown

What Could Election Results Mean For Your Future Estate Taxes?

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know

On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed.

Key Facts About Medicare Open Enrollment

Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. This can be a useful option for those who may...

Presidential Elections & The Stock Market: Is There a Correlation?

Sex, lies and accusations of corruption - no election year is complete without them. And while the 2020 election has proven to be one of the most contentious in recent history, contention is nothing new in the world of politics. From the political...

As the Coronavirus Continues, Avoid These 5 Retirement Mistakes