Cobblestone Capital Advisors https://cobblestonecap.com/ Fri, 02 Dec 2022 16:59:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 Financial Health at Any Age, Part 4 – Your Retirement Years https://cobblestonecap.com/financial-health-at-any-age-part-4-your-retirement-years/ https://cobblestonecap.com/financial-health-at-any-age-part-4-your-retirement-years/#respond Thu, 01 Dec 2022 20:55:17 +0000 https://cobblestonecap.com/?p=2466 Like all types of health, financial health is important at any age, but how you achieve it can change as the years go by. That’s why Cobblestone has created a series of articles with our best financial advice, decade by decade. In case you missed them, our first installment focused on financial health in your 20s and 30s, our second focused on financial health in your 40s, and our third focused on financial health in your 50s and 60s.

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Financial Health at Any Age, Part 3 – 50s and 60s https://cobblestonecap.com/financial-health-at-any-age-part-3-50s-60s/ https://cobblestonecap.com/financial-health-at-any-age-part-3-50s-60s/#respond Wed, 09 Nov 2022 18:38:29 +0000 https://cobblestonecap.com/?p=2369 Like all types of health, financial health is important at any age, but how you achieve it can change as the years go by. That’s why Cobblestone has created a series of articles with our best financial advice, decade by decade. In case you missed them, our first installment focused on financial health in your 20s and 30s, and our second focused on financial health in your 40s.

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Financial Health at Any Age, Part 2 – 40s https://cobblestonecap.com/financial-health-at-any-age-part-2-40s/ https://cobblestonecap.com/financial-health-at-any-age-part-2-40s/#respond Thu, 29 Sep 2022 14:40:56 +0000 https://cobblestonecap.com/?p=2097 Like all types of health, financial health is important at any age, but how you achieve it can change as the years go by. That’s why Cobblestone has created a series of articles with our best financial advice, decade by decade. Stay tuned for more installments in the coming months. In case you missed it, last month’s installment focused on financial health in your 20s and 30s.

Some people say turning 40 pushes you over the hill, but we couldn’t disagree more. You’ve got life right where you want it! Sure, your 40s can be a hectic time. You might be juggling work, raising kids, saving for college, and caring for elderly loved ones. But your 40s are also a terrific time to set up the rest of your life, especially regarding financial health. So how do people in their 40s establish their financial foothold? Here’s a list of 10 financial tips to get started.

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Financial Health at Any Age, Part 1 – 20s and 30s https://cobblestonecap.com/financial-health-at-any-age-20s-and-30s/ https://cobblestonecap.com/financial-health-at-any-age-20s-and-30s/#respond Thu, 25 Aug 2022 14:18:58 +0000 https://cobblestonecap.com/?p=1705 Like all types of health, financial health is important at any age, but how you achieve it can change as the years go by. That’s why Cobblestone has created a series of articles with our best financial advice, decade by decade. Stay tuned for more installments in the coming months.

Young adults are confronted with a tidal wave of new financial experiences. They’re collecting a “real” paycheck for the first time. Many face a mountain of student debt. And they have a laundry list of fun ways to spend their money (most of which they couldn’t afford as teens).

So how do people in their 20s and 30s start to find financial balance? Here’s a list of 9 financial tips to start with.

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Required Minimum Distributions (RMDs) https://cobblestonecap.com/required-minimum-distributions-rmds/ https://cobblestonecap.com/required-minimum-distributions-rmds/#respond Tue, 19 Jul 2022 13:31:07 +0000 https://cobblestonecap.com/?p=1663 Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner (e.g., 401(k) or IRA) must withdraw starting the year that he or she reaches 72 (401(k) RMDs can be deferred if you are still working and not a 5% or greater owner of your employer).

In other words, a retirement plan owner cannot sit on their money forever. They must begin withdrawing a Required Minimum Distribution starting at age 72.

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The Cobblestone Advisor July 2022 https://cobblestonecap.com/http-cobblestonecap-com-wp-content-uploads-2022-07-2022q3-cobblestone-advisor-pdf/ https://cobblestonecap.com/http-cobblestonecap-com-wp-content-uploads-2022-07-2022q3-cobblestone-advisor-pdf/#respond Fri, 08 Jul 2022 02:30:48 +0000 https://cobblestonecap.com/?p=1651 The post The Cobblestone Advisor July 2022 appeared first on Cobblestone Capital Advisors.

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Important Considerations for Generational Wealth Planning https://cobblestonecap.com/important-considerations-for-generational-wealth-planning/ https://cobblestonecap.com/important-considerations-for-generational-wealth-planning/#respond Wed, 22 Jun 2022 19:15:02 +0000 https://cobblestonecap.com/?p=1644 Cornelius Vanderbilt had an estimated fortune of $100 million when he died in 1877. His son, William, doubled that fortune over the next 10 years, to the equivalent of over $5 billion in 2022 value. But today, the Vanderbilt fortune has all but disappeared. Some of the disappearances are due to the simple arithmetic of now six generations. Some are due to gambling problems and pure overspending. But a significant cause of the Vanderbilts’ loss is the lack of proper management. Thankfully we can learn from their mistakes.

Let’s highlight some of the most important steps for managing generational wealth.

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Top 5 Financial Podcasts to Listen to Now https://cobblestonecap.com/top-5-financial-podcasts-to-listen-to-now/ https://cobblestonecap.com/top-5-financial-podcasts-to-listen-to-now/#respond Thu, 19 May 2022 19:19:11 +0000 https://cobblestonecap.com/?p=1623 Over 120 million Americans now listen to podcasts for entertainment, information, or simply to pass the time. One reason these audio programs are so popular is that they let people multitask, learning about a topic of interest while they walk the dog, pick up the kids, or get ready for the day.

It’s no surprise, then, that financial content creators have gravitated towards podcasting as a new medium to reach their audiences.

After hearing what the podcasting world has to offer, we’ve chosen our top 5 favorite financial podcasts.

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The Cobblestone Advisor April 2022 https://cobblestonecap.com/the-cobblestone-advisor-april-2022/ https://cobblestonecap.com/the-cobblestone-advisor-april-2022/#respond Fri, 22 Apr 2022 18:11:47 +0000 https://cobblestonecap.com/?p=1534 The post The Cobblestone Advisor April 2022 appeared first on Cobblestone Capital Advisors.

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10 Financial Questions to Ask Before Buying a Home https://cobblestonecap.com/10-financial-questions-to-ask-before-buying-a-home/ https://cobblestonecap.com/10-financial-questions-to-ask-before-buying-a-home/#respond Wed, 06 Apr 2022 14:42:30 +0000 https://cobblestonecap.com/?p=1353 You’re ready to buy a home, but you have lots of questions. That makes sense, because purchasing a home is one of the biggest financial decisions you can make. It costs money today, tomorrow, and (potentially) for the rest of your life. We’re here to help with answers to the 10 most common home buying questions.

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