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Fresh Investor Blog

If you’re just starting out in the workforce, are a recent grad, or someone of any age who is a new investor or soon-to-be investor, we’ve written topics of interest just for you. In this blog, we talk about budgeting, spending, saving and investing. All of that leads to what’s fun: travel, living on your own, spending time with friends, buying a car and saving for a home. Take a look.

Holiday Spending Tips and Tricks

The holiday season is filled with celebrations and gatherings with friends and family. All of that holiday cheer can turn into a financial burden very quickly though. To avoid this, having a holiday spending plan is key. Here are some tips on how to avoid overspending this holiday season: Set…

Are you taking advantage of an HSA?

Who Qualifies To qualify for an HSA, you must be enrolled in a high-deductible health insurance plan. According to the IRS (for 2023), to be eligible, the plan must have a minimum annual deductible of $1,400 for self-coverage and $2,800 for family coverage.  Along with this, the out-of-pocket maximum cannot…

Women and Retirement

Women’s history month is about to come to an end and before it does, we wanted to give you some information specific to women and retirement. According to a survey conducted by AARP, “25% of women ages 50 to 64 are not confident” that they have saved enough for retirement…

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Happy Thanksgiving

The holiday season is in full swing now. The weather is getting chillier, black Friday sales are popping up, and stores have holiday displays in full swing.  It’s the time of year to take note of what you are thankful for as the end of the year approaches. At Oxford…

Do you Know How Your Adviser Gets Paid?

As Certified Financial Planner practitioners, we operate under a fiduciary standard, always focusing on the best interests of the client.  Conflicts of interest, if any, must be fully disclosed.  Any fees received by these professionals must be fully disclosed.  We operate as a Fee-Only adviser and receive no commissions or…

Don’t forget to update your beneficiaries

Updating your beneficiaries doesn’t take very long and is incredibly important. A Beneficiary is someone who will inherit your assets to certain accounts when you pass away. It’s very common for people to forget to review their beneficiaries which could mean their assets go to someone they hadn’t intended. When…