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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Gaining a better understanding of municipal bonds makes more sense than ever.
Five strategies for managing your student debt.
Marriage changes everything, including your insurance needs.
When to start? Should I continue to work? How can I maximize my benefit?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It's easy to let investments accumulate like old receipts in a junk drawer.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.