Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Cox & Cook Wealth Advisors is a Registered Investment Advisor (RIA) firm, established in 2015. Cox & Cook Wealth Advisors operates under a fiduciary standard & fee-only model. As an RIA we act in the best interest of our clients in all aspects of our servicing, financial planning and investment management.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Earnings season can move markets. What is it and why is it important?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
An inside look at how marginal income tax brackets work.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.