Cox Wealth Management, LLC

" Sound Advice for Your Financial Future "

  Trying to map a course to arrive at your financial goals but overwhelmed by the countless decisions required? Don't feel alone, in todays fast ever changing legal, tax, trust, insurance and investment environment even the most experienced investor can quickly find themselves on the wrong road. 

Cox Wealth Management, LLC strives to help take the stress out of staying on the right road. By creating an alliance of professional advisors we bring together an experienced team to map out a strategy and then working together we find the best course to help you reach your financial goals. Whether you want to take the slower scenic route or the faster more exciting super highway you have a team of navigators who work together answering your questions and quickly developing new plans when an unexpected detour or road block comes along life’s way.

Take the time to explore this website, we have provided research articles, newsletters, calculators, current stock market quotes, and many other tools to help you in discovering your financial planning goals. Remember if you need financial advice we are just a mouse click away!

 

 
    Help
     

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

More Newsletters →

July 29, 2010 @ 06:42 AM

Dow Jones Industrials 10,497.88- 39.81
Nasdaq Composite 2,264.56- 23.69
S&P 500 1,106.13- 7.71
10 Year Treasury Note 3.04+ 0.05

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