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The Cobblestone Advisor July 2022

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Financial Health in Your 40s

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Financial Health at Any Age, Part 2 – 40s

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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Cobblestone Insights

September 29, 2022

Financial Health at Any Age, Part 2 – 40s

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.


August 25, 2022

Financial Health at Any Age, Part 1 – 20s and 30s

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.


July 19, 2022

Required Minimum Distributions (RMDs)

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.