Summer Series: New Parent Finance 103 Can anyone else believe it is already September? This year has to be going faster than ever and there’s scientific […]
Our Investment Philosophy Here’s a bit of insider baseball for you: The Cobia Walker team holds quarterly Investment Committee meetings to review the […]
New Employer? Don’t forget about your Retirement Savings Gone are the days of starting a job out of college and working with the same company until you retire […]
When Opportunity Strikes What happens when the perfect opportunity comes your way sooner than you anticipated? My husband and I faced this situation […]
Retirement Questions Recently I have been reading the Adventures of Tom Sawyer by Mark Twain. After Tom fools his friends into painting […]
How to Use Your IRA for Tax-Free Charitable Donations This month I wanted to shift gears a bit from improving ourselves to considering helping improve the lives of others. […]
Create an Umbrella of Protection for your Money A couple worked their entire lives, saved diligently, and accumulated enough money to retire. However, they had a specific goal […]
Social Security Claiming Strategies When should you start taking your Social Security Retirement Benefits? The answer depends on many factors that include but are […]
Social Security: Myths, Facts and Tips Social Security is a common topic in client discussions. Some people are worried that’s all they’ll have to live on […]
