ONLINE RESOURCES FOR EVERY STAGE OF LIFE

THE COX CONNECTION

4th Quarter 2022 Newsletter

3rd Quarter 2022 Newsletter

2nd Quarter 2022 Newsletter

1st Quarter 2022 Newsletter

April 2023 Client Appreciation Dinner

July 2022 Planning Your Income Sources in Retirement

May 2022 Two Sides of the Same Dollar Segment 2: Non-traditional Investments (listen here)

April 2022 Two Sides of the Same Dollar introductory audio series - Major Life Changes (listen here)

Educational articles and videos plus valuable calculators to make sure you are on track.

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Information on the types of investment strategies available and how to improve your savings plan.

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Tips on how to live your best life.

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Information about the types of investing strategies and ideas regarding the way you spend money.

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Content related to paying income taxes, strategies that can improve your tax situation and updates to the tax laws.

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Tips on how to protect your family and assets now and in the future.

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Knowledge about leaving a legacy for your loved ones or how to ensure they will be taken care of.

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Useful tools for defining the details for all your goals. Discover how much, when, and at what rate of growth you will need to succeed!

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financial priorities at each stage of life

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