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Ready for Retirement? The Cycle of Investing Perception vs. Reality The Facts About Income Tax

Welcome to Cox Global Associates:

Cox Global Associates is committed to establishing and maintaining a long-term relationship with each of our clients. In addition to performance through appropriate investments, we offer our clients a unique opportunity to work with a company that for over 20 years places a high degree of emphasis on integrity and a personal, professional approach. We are committed to relationships that are established based on trust. As professionals we strive to maintain high standards in our working with clients, keeping up with the changing economic trends, and helping our clients achieve their investment objectives.

Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.


How Income Taxes Work

A quick look at how federal income taxes work.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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