Clients of Oxford Retirement Advisors Integrous Investing have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children. Here are 8 Tips for Talking Finances with…

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Oxford Retirement Advisors Integrous Investing is announcing a new team partnership expanding its reach across the US as well as sharpening Oxford Retirement Advisors Integrous Investing’s services towards women investors.  Oxford Retirement Advisors Integrous Investing Atlanta’s Wealth Management Firm has a new Business Partnership with Deb Sims of Engaging Women in Wealth! The Oxford Retirement…

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Beyond the New Year’s Resolution: Keeping Your Financial Paperwork in Order, by Wealth Manager, Clint Gharib New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier. If this is the…

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