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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.

06/24/2026

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲? Did you know that Thrift Savings Plan (TSP) participants can choose to contribute to both traditional IRAs and Roth IRAs? This allows for flexibility in how they plan for taxes in retirement, because each type of IRA will be taxed differently when they make distributions from those funds. Would you like to learn more about how employment with the Federal government can influence your retirement planning? We work with many investors like you. Call (410) 995-8711 or email [email protected] for a free consultation.

06/17/2026

𝗪𝗵𝗲𝗻 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝗮𝗹𝗹 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗼𝗳 𝗶𝗻𝗰𝗼𝗺𝗲, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘀𝗮𝘃𝗶𝗻𝗴𝘀. You and your financial planner can also factor additional income from Social Security, pensions, and possibly part-time work. Would you like a second opinion on your current plan that will take into account all of your future sources of income? Call (410) 995-8711 or email [email protected] to get started with a free consultation.

06/10/2026

𝗔 𝘄𝗲𝗹𝗹-𝗿𝗼𝘂𝗻𝗱𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗱𝗷𝘂𝘀𝘁𝘀 𝗳𝗼𝗿 𝗵𝗼𝘄 𝗺𝗮𝗿𝗸𝗲𝘁 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗺𝗮𝘆 𝗮𝗳𝗳𝗲𝗰𝘁 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲. For example, if the market declines by a certain percentage, the plan should already account for the possibility of decreased income, or have a strategy for pulling income from sources other than stocks. Likewise, during strong market years, retirees may have more income flexibility for travel, gifting or other discretionary spending. We enjoy helping clients build financial plans designed to create confidence and income stability throughout retirement. Contact us by calling (410) 995-8711 or emailing [email protected] to schedule a free consultation.

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].

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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