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.
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A change in your mindset during retirement may drive changes to your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Assess how many days you'll work in 2012 to pay federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.