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.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Gaining a better understanding of municipal bonds makes more sense than ever.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A quick look at how federal income taxes work.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.