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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold, and its history, may help you answer that question.
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.