Cobalt Guard Advisors

Cobalt Guard Advisors Helping Guide Your Future

At Cobalt Guard Advisors we understand you face many important decisions which can affect your long-term financial success.

I'm a wealth advisor, primarily for thriving individuals who are five years out or less from retirement, and for a small group of very successful business owners and professionals. Having a guide to help avoid financial pitfalls is critical before and during retirement years. Our Commitment

As Full Service and Independent Wealth Advisors, our professionals are committed to helping investors with

their most valued financial goals. By providing clients with custom and knowledgeable financial advice, we believe you will be better prepared to identify your goals and make educated financial decisions. Whether it be planning for your retirement, looking for a financial plan, getting educated on your retirement benefits, or insuring your loved ones are taken care of, Cobalt Guard Advisors can help guide you every step of the way. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Cobalt Guard Advisors and LPL Financial are separate entities. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Does your business have a succession strategy? As CNBC notes, every business needs to have one:
02/13/2020

Does your business have a succession strategy? As CNBC notes, every business needs to have one:

Having a solid succession plan in place is crucial to ensure a seamless transition of ownership, especially when faced with the unexpected. In fact, this exit strategy should begin as early as day one. According to Rocket Lawyer, however, 72% of companies don't have one. Here are some tips to get st...

Online purchases may change the housing market. MarketWatch takes a closer look:
02/11/2020

Online purchases may change the housing market. MarketWatch takes a closer look:

‘With these types of transactions gaining market share, it reduces the accuracy and usefulness of data that is based on traditional multiple listing service...

Could you pay for your retirement by selling your house? As MarketWatch notes, that idea may not be realistic:
02/08/2020

Could you pay for your retirement by selling your house? As MarketWatch notes, that idea may not be realistic:

Seniors looking to unload real estate face headwinds

Men are more likely to have life insurance than women. Forbes examines this life insurance gender gap @
02/06/2020

Men are more likely to have life insurance than women. Forbes examines this life insurance gender gap @

There is a life insurance gender gap, but what can be done about it?

AIThority examines how businesses can use technology to improve the customer experience:
02/04/2020

AIThority examines how businesses can use technology to improve the customer experience:

A guest experience should be a unique one. It should be tailored to needs of this particular person so that he feels compelled to return to your business.

2019 saw a record number of female-founded businesses valued at over $1 billion. Fox Business has the inside scoop on th...
02/01/2020

2019 saw a record number of female-founded businesses valued at over $1 billion. Fox Business has the inside scoop on these “unicorns”:

More startups founded by women hit $1 billion in valuation this year than ever before.

MarketWatch discusses loneliness as we age:
01/30/2020

MarketWatch discusses loneliness as we age:

4 risk factors that can predict if you’ll be lonely as you get older

This article at AOL.com lists 5 ideas to boost the tax refund you could potentially receive in 2020: https://aol.it/2OFm...
01/28/2020

This article at AOL.com lists 5 ideas to boost the tax refund you could potentially receive in 2020: https://aol.it/2OFmNBR

Discover the latest breaking news in the U.S. and around the world — politics, weather, entertainment, lifestyle, finance, sports and much more.

How do you prioritize saving for retirement when you have student loans? CNBC looks at this challenge @
01/25/2020

How do you prioritize saving for retirement when you have student loans? CNBC looks at this challenge @

Americans who still owe on their student loans may wonder whether they should also be trying to save for retirement. Here's what financial experts say.

Fall is here, and as CNBC notes, this is the time to get ready for required minimum distributions (RMDs):
01/23/2020

Fall is here, and as CNBC notes, this is the time to get ready for required minimum distributions (RMDs):

It's that time again, when individuals over age 70½ and those with inherited retirement accounts have to take out their annual required minimum distributions. Here's the missteps to avoid so that you're not faced with a tax penalty.

The I.R.S. has raised the yearly contribution limits on retirement plans for 2020. Forbes has the details @
01/21/2020

The I.R.S. has raised the yearly contribution limits on retirement plans for 2020. Forbes has the details @

You can save $19,500 in your 401(k), plus another $6,500 if you’re 50 or older, for 2020.

Some retirees downsize their living quarters, but others buck the trend and upsize. Next Avenue examines why @
01/18/2020

Some retirees downsize their living quarters, but others buck the trend and upsize. Next Avenue examines why @

Why some boomers are upsizing and going against the grain

Address

PO Box 3075
Renton, WA
98056

Telephone

+14252262696

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