The Oxford Oracle

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...

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...

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.

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...

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...

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 (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...