Oxford Retirement & Estate Planning

10/12/2026

🗓 Save the Date!

We're excited to share that the annual St. Mary's Food Drive is tentatively scheduled for November 13th.

Each year, this event gives our team and client community an opportunity to come together in support of families served by St. Mary's Food Bank, and we can't wait to do it again.

For now, simply mark your calendar and keep an eye on your inbox. We'll be sending an email with additional details and your invitation as we get closer to the event.

We hope you'll join us!

10/12/2026

💼 Think retirement planning ends once you retire?

Retirement planning is an ongoing process. Your financial needs, goals, and circumstances can change throughout retirement, making it important to regularly review your documents, statements, and overall strategy. 🔍

Staying on top of your retirement plan can help you make informed decisions and ensure your strategy continues to align with your goals.

👥 Know someone who is already retired or getting close to retirement? Share this post with them!

10/11/2026

Divorce may be final on paper, but there can still be financial loose ends to address...

Beneficiaries, account registrations, insurance coverage, and estate documents are among the areas Fidelity suggests revisiting once the process is complete. 📑

If you or someone you know is navigating this transition, Fidelity's checklist is worth saving.

Read the full article:
➡️ https://loom.ly/939cv8E

When it comes to insurance and finances, it can be tough to know what to do immediately after divorce. Here are Fidelity’s post-divorce steps to take.

10/10/2026

You’ve spent years making moves, building a life, and planning for what’s ahead. ♟️

Retirement deserves that same level of intention.

It’s not simply about reaching the finish line. It’s about thinking through your next move and what you want this next stage of life to look like.

Because sometimes the biggest move is deciding you’re ready for what comes next.

Dare to Retire®.

Ready to make your next move? See the link in the comments.

10/09/2026

Consider this our official start to spooky season. 🎃👻

We're throwing it back to last year's Fall Boat Cruise, where our team and clients showed up ready for Halloween and absolutely delivered on the costumes.

These photos still make us smile.

Who else is already planning their costume for this year? 🙋

10/09/2026

📊 WEEKLY MARKET COMMENTARY | Sept. 27–Oct. 3

It was a week of mixed signals for the markets.

📈 Treasury yields continued to climb, with the 10-year yield briefly moving above 5.3% during the week.

👷 The September jobs report came in weaker than expected, with just 29,000 jobs added compared to 85,000 expected - shifting expectations around the Federal Reserve’s next move.

Despite the weaker employment data, stocks rallied to close out the week.

Swipe through for a look at what moved the markets, what we’re watching, and the numbers behind the week.

10/08/2026

Big life changes can come with a mix of excitement, uncertainty, and plenty of questions about what comes next.

Retirement can feel that way, too. After years of working, saving, and preparing, stepping into something new can feel like a pretty big leap.

That’s the idea behind Dare to Retire®.

It’s about looking ahead, understanding your options, and feeling more prepared to take that next step when the time comes.

Because retirement isn’t just about leaving something behind. It’s about daring to imagine what could be ahead.

To learn more, see our link in the comments.

10/07/2026

Medicare questions? Set aside an afternoon to learn more.
Medicare 101 is coming to the Sun City Learning Center one week from today.

🗓 Tuesday, October 13th
🕒 3 PM
📍 Sun City Learning Center

We'll take a closer look at how Medicare works and some of the decisions that come with enrollment.

Register by visiting https://loom.ly/mbbMWQQ.

10/07/2026

📅 When it comes to Medicare, timing matters.

Understanding your enrollment periods can help you avoid unexpected costs and make sure you have the coverage you need when you need it.

💙 Taking the time to plan ahead can make the transition into Medicare smoother and help you feel more confident about your healthcare decisions. 🩺✨

10/06/2026

Waiting to claim Social Security can increase your benefit for a period of time. But that increase doesn't continue indefinitely.

Chris Thomas, Wealth Advisor, explains that some people continue waiting because they're concerned about taxes. While Social Security benefits can be taxable depending on income, delayed retirement credits no longer increase your benefit after age 70.

💡 Knowing the difference can help you better understand the decision in front of you.