Category Archives: Financial Planning

Retirement Savings Rules are Changing – What You Need to Know

The SECURE Act, passed in December of 2019, puts in place new retirement rules

Photo by Aaron Burden on Unsplash

On December 20th, 2019, the Setting Up Every Community for Retirement Enhancement (SECURE) Act of 2019 went into effect. While the law changed some arcane regulations that will only apply to a sliver of people, there were a couple major changes. These new rules will affect the vast majority of retirees. Here’s a quick run down of the provisions we feel will be most relevant for our clients:

Continue reading

Cox Capital Management Hosts Informational Medicare Event in Andover

Navigating the Medicare Maze.

Last week Cox Capital Management hosted an informational Medicare event at Salvatore’s Restaurant for clients in the greater-Andover area. The seminar was part of a larger “Client Education Series” that Cox Capital has been periodically putting on for the past couple years. Topics have ranged from generational planning to social security to long-term care insurance. In each instance, CCM brings in an independent, outside expert on a particular subject matter with the sole goal of informing and providing a resource for current clients. With many folks approaching medicare-eligible age, it was the perfect time to bring in Peter Stoner from Stoner & Co. to present this complicated and often misunderstood topic.

Continue reading

Demand More From your Advisor!

The advisory landscape is competitive!
Photo by Nicolas Hoizey on Unsplash

Is your advisor or stockbroker playing more golf or out sailing these days? Are you questioning what they are actually doing for you? Today’s overachieving investment advisory firms are doing much more for their clients than in any time in history. This is a transformative time in financial services. Consumers are becoming smarter and advisory firms are offering more and more cutting-edge services in order to remain competitive.

Continue reading

Why Hire a Financial Advisor?

Bill Cox & Ethan Brown

The financial field is evolving a rapid pace, accelerated by new fin-tech innovations and low-cost investment solutions. Robo-advisors are taking share from human advisors, and people are ditching traditional money managers in favor of passive index investing. It begs the question – why even have a financial advisor anymore? Well, the reality is that while these new innovations certainly do have a place in the investment world, a qualified investment advisor still serves a critical role. In fact, with all the changes occurring in the world, we would argue that it has never been more important to work with a future-ready advisor than right now.

Continue reading