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Oxford Planning Group, LLC

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United States
Woodstock, MD
Oxford Planning Group, LLC

Oxford Planning Group “Building Wealth at Any Age". Independent Registered Investment Adviser and Fiduciary.

Let Oxford help you achieve your goals and to simplify your financial life.

06/03/2026

𝗝𝘂𝗻𝗲 𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗛𝗼𝗺𝗲𝗼𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗠𝗼𝗻𝘁𝗵. The right home purchase should support your broader financial goals — including retirement savings, emergency reserves and lifestyle priorities. When a purchase aligns with your budget and goals, you can:
• Build equity over time instead of paying rent
• Grow your net worth if your home increases in value
• Gain possible tax advantages
• Potentially use home equity later to fund renovations, education costs or retirement needs.

05/27/2026

𝗖𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝘆 𝗵𝗮𝘃𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱𝘀 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗸𝗻𝗼𝘄 𝗮𝗯𝗼𝘂𝘁? Visit the
National Registry of Unclaimed Retirement Benefits at https://www.unclaimedretirementbenefits.com/. The registry is a secure database listing the unclaimed account balances of former participants in retirement plans. Of course, you don’t want to leave your retirement savings to chance. We welcome investors of all ages and experience. For a complimentary consultation, contact us at (410) 995-8711 or email [email protected].

05/20/2026

𝗪𝗵𝗮𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗮 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗥𝗔 𝗮𝗻𝗱 𝗮 𝗥𝗼𝘁𝗵 𝗜𝗥𝗔? Here’s a quick breakdown:

A traditional IRA lets you contribute pre-tax money, which can lower your taxable income now—but you’ll pay taxes when you withdraw in retirement. A Roth IRA is the opposite: You contribute after-tax money today, but your withdrawals in retirement are tax-free.

Choosing the right one depends on whether you think your taxes will be higher now or in the future. Reach out for a free consultation, and we can help you determine what your tax situation might be in retirement. Call (410) 995-8711, or email [email protected] for a complimentary consultation.

05/13/2026

𝗬𝗼𝘂𝗿 𝗠𝗮𝗿𝘆𝗹𝗮𝗻𝗱 𝘁𝗮𝘅 𝗿𝗲𝗳𝘂𝗻𝗱 𝗰𝗵𝗲𝗰𝗸 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗮𝗿𝗿𝗶𝘃𝗶𝗻𝗴 𝘀𝗼𝗼𝗻 or be deposited to your bank account. Go to https://tinyurl.com/38fr2jsx to review the status of your state refund. Then, here are three ways to spend it (or save it) wisely:
• Pay down a high-interest-rate credit card.
• Put it toward an IRA or Roth IRA.
• Set it aside for your emergency fund.

05/06/2026

𝗜𝘁’𝘀 𝗻𝗼𝘁 𝘁𝗼𝗼 𝘀𝗼𝗼𝗻 𝘁𝗼 𝗽𝗹𝗮𝗻 𝗳𝗼𝗿 𝘀𝘂𝗺𝗺𝗲𝗿 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴, including vacations, weddings, summer camps and landscape maintenance. Take a look at your current monthly budget to see how much flexibility you may have for summer. You may also want to review your savings accounts and consider shifting some of that money to a dedicated "Summer Spending" fund. Make those moments to remember part of your financial plan.

04/29/2026

𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝗵𝗶𝗴𝗵-𝘆𝗶𝗲𝗹𝗱 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀? Banking interest rates have been low for so long that you may not have realized this type of account exists. High-yield savings accounts pay a much higher interest rate than a traditional bank savings account, while still keeping your money safe and accessible. Are you wondering if a high-yield savings account could help you meet your financial goals? Learn more by calling us at (410) 995-8711 or emailing [email protected].

04/22/2026

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗮𝗻 𝗶𝗻𝗰𝗼𝗺𝗲 𝗮𝗻𝗻𝘂𝗶𝘁𝘆? 𝗛𝗼𝘄 𝘄𝗶𝗹𝗹 𝗶𝘁 𝗵𝗲𝗹𝗽 𝗺𝗲 𝗶𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁? An income annuity is a contract with an insurance company where you pay a predetermined lump sum (either all at once or over time) in exchange for regular payments back to you. Annuities can provide a steady paycheck for life, so you never have to worry about outliving your savings. Annuities are not the right choice for everyone, so please reach out for a complimentary conversation on this topic. Contact us at (410) 995-8711, or email [email protected].

04/16/2026

𝗔𝗹𝗿𝗲𝗮𝗱𝘆 𝗿𝗲𝘁𝗶𝗿𝗲𝗱? 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗵𝗿𝗲𝗲 𝘄𝗮𝘆𝘀 𝘁𝗼 𝘂𝘀𝗲 𝘆𝗼𝘂𝗿 𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗳𝘂𝗻𝗱 𝘄𝗶𝘀𝗲𝗹𝘆.

1) Set aside 6 to 12 months of essential expenses in a high-yield savings or money market account where you can access funds quickly, rather than needing to pull from dedicated retirement funds.

2) Use it to avoid bad timing in the market. When markets dip, tap your emergency fund instead of selling investments at a loss.

3) Gain peace of mind. Unexpected medical bills or essential home repairs happen. Having cash on hand can help you meet these unplanned expenses with less stress.

04/08/2026

𝗙𝗶𝗻𝗶𝘀𝗵𝗲𝗱 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀 𝘆𝗲𝘁? If you're due for a refund, you may want to resist the urge to splurge and instead make the most of that extra cash. Add it to your retirement fund and benefit from years of growth. Or, use it to pay down high-interest debt and keep more of what you earn each month.

04/02/2026

𝗪𝗶𝘁𝗵 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝘁𝘄𝗼 𝘄𝗲𝗲𝗸𝘀 𝘂𝗻𝘁𝗶𝗹 𝗧𝗮𝘅 𝗗𝗮𝘆, 𝘁𝗶𝗺𝗲 𝗶𝘀 𝘄𝗶𝗻𝗱𝗶𝗻𝗴 𝗱𝗼𝘄𝗻 𝘁𝗼 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗥𝗼𝘁𝗵 𝗜𝗥𝗔 for the 2025 tax year. You can contribute up to $7,000, or $8,000 if you're 50 or older. Your ability to contribute phases out at higher incomes — between $150,000–$165,000 for single filers and $236,000–$246,000 for those married filing jointly. If you are above these limits, talk to us about other ways to add to your retirement nest egg. Contact us at (410) 995-8711, or email [email protected] for a complimentary consultation.

Address

10713-B Birmingham Way
Woodstock, MD
21163

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.oxfordplanning.com/

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