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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Buy/sell agreements are designed a business against the death of a principal or key employee.
To choose a plan, it’s important to ask yourself four key questions.
A quick look at how federal income taxes work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A change in your mindset during retirement may drive changes to your portfolio.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Do you have causes that you want to support with donations? Here are three tips.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
When do you need a will? The answer is easy: right now.
Three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.