April 23, 2024

Trust Talk: Understanding Trust Options for Effective Estate Planning

Estate planning is a crucial step in securing your financial future and ensuring your wishes are carried out after you're gone. One valuable estate-planning tool is a trust. In this article we’ll explore two common types: revocable and irrevocable. While their names sound similar, each type of trust has its own advantages and disadvantages, so it's essential for you and your advisor to understand when to use each one based on your individual needs and goals.

April 11, 2024

The Cobblestone Advisor April 2024

April 2, 2024

Are You Ready to Retire Financially?

Not surprisingly, many of the clients we speak to are mentally ready to retire. But that doesn’t mean they’re financially ready. Before you can put that 9 to 5 behind you and hit the beach, spend time in the workshop, or give back by volunteering, there is plenty of important monetary business to get squared away. In this article, we'll discuss six key ways to help you determine if you're truly ready to retire.