Vision. Strategy. Implement. Maintain.

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.

“PURSUE SOME PATH, HOWEVER NARROW AND CROOKED, IN WHICH YOU CAN WALK WITH LOVE AND REVERENCE.”

~ Henry David Thoreau

 

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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