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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What’s the deal with your yearly free credit report?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Calculating your potential Social Security benefit is a three-step process.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Even low inflation rates can pose a threat to investment returns.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.