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The Oxford Oracle

It's time to make a plan

"If a man knows not to which port he sails, no wind is favorable." – Seneca

The Stoic philosopher Seneca may have been ahead of his time.  There might be something to this whole planning thing.

By any objective measure, today’s global economy is...

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...

5 Ways to Protect Your Parents From Elder Abuse

Nobody likes to think of their parents getting older and needing assistance, but it’s a reality many of us face. An important part of caring for your parents as they age is identifying and protecting them from elder financial abuse. Baby boomers and...

7 Cybersecurity Tips for online shopping

According to a recent survey, 87 percent of U.S. adults feel that the risk of becoming a victim of a cybercrime is growing.1 In fact, online crimes including server breaches are the single largest criminal threat facing small businesses.

COVID-19 Has Affected Our Travel Plans in 2020. If You’re Still Heading Out of Town Over the Holidays, Follow These 7 Travel Tips

Are you considering going on a trip over the holidays? Whether you are just visiting relatives for the weekend or enjoying a new location, traveling during the COVID-19 pandemic is nerve-wracking. But if you have decided to travel, there are a few...

What Could Election Results Mean For Your Future Estate Taxes?

The New Year Is Coming. 4 Considerations for Retirement Plan Sponsors

With the New Year upon us, it’s time for retirement plan sponsors to think about the year ahead. For employers and businesses, this means thinking about the future of their company and their employees. Here are four things every plan sponsor should...

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.

Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan

Open enrollment (the annual period where you can enroll in major medical health insurance plans), begins November 1, 2020 and will remain open for 45 days, or until December 15. For someone looking to change or add coverage, this offers a short...