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Cox, Charles

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May 23, 2022
Podcast: College Costs - Setting Yourself Up for Success
The decision to attend college can have a financial impact on both students and parents for years to come. So how do you set yourself up for success? Tune in to our latest episode with Charles Cox, CFP®, Vice President,
May 23, 2022
Feb 03, 2022
Podcast: Generating Income in Retirement
The experts of this show featured Stephen Krauss, CFA®, Senior Vice President, Senior Wealth Advisor, and Charles Cox, CFP®, Vice President, Planning Advisor.
Feb 03, 2022
Sep 30, 2021
Repaying Your Student Loans
The time has come to pay back your student loans, now what? Dealing with student loan debt can be stressful and even frustrating for borrowers, however, now is the time to take control and alleviate that stress. First, create an inventory of your loans including loan type (private vs federal), balance, interest rate, payment amount, and repayment term. This can be done using your credit report through annualcreditreport.com for private loans or studentaid.gov for federal loans.
Sep 30, 2021
Dec 15, 2016
Playing Catch-Up with Your 401(k) or IRA
If you're 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career.
Dec 15, 2016
Aug 03, 2016
Insurance Issues that Concern Married Couples
If you are married or planning to marry, you should determine how marriage impacts your insurance needs. The lack of proper insurance protection can lead a married couple into financial ruin. Here are some insurance issues that married couples may face.
Aug 03, 2016
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