Welcome to Cobblestone Wealth Advisors
Building a path is not a product of happenstance. Rather it is the result of understanding, planning, and expert implementation. Cobblestone Wealth Advisors are here to guide you through each step along your path to confidence. Starting with a discussion about you, your family, and your goals, we can begin to sketch out an idea for your path and create a plan to build.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
A few strategies that may help you prepare for the cost of higher education.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Bonds may outperform stocks one year only to have stocks rebound the next.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: right now.
The decision whether to buy or rent a home may have long-term implications.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?