Cox Wealth Management

Cox Wealth Management Cox Wealth Management

These 5 smart questions should be a part of what you ask anyone you’re giving access to your money in order to assure yo...
04/17/2021

These 5 smart questions should be a part of what you ask anyone you’re giving access to your money in order to assure you know exactly what you’re getting in exchange.

When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life.

We get it .. financial jargon is confusing. Which makes it especially hard to decide who to trust your money with. But t...
04/13/2021

We get it .. financial jargon is confusing. Which makes it especially hard to decide who to trust your money with.

But these two common designations are important ones to remember: CFP® & CPA

But what's the difference and who should you work with? Click below to get a straight-forward comparison guide ⬇

Unless you work in the financial world, it can be difficult to keep track of the many acronyms and accreditations flying around. A certified financial

It's time to take the next step in your investing journey. Ditching the DIY investing approach and hiring a professional...
04/10/2021

It's time to take the next step in your investing journey.

Ditching the DIY investing approach and hiring a professional can:

1️⃣ Remove the urge to trade on emotions
2️⃣ Eliminate sleepless nights

and so much more!

Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel left out when your friends or coworkers

One of the cornerstones of financial literacy is the ability to identify potential threats to your finances.Over the pho...
04/07/2021

One of the cornerstones of financial literacy is the ability to identify potential threats to your finances.

Over the phone, in-person or online - scammers can strike anywhere.

Empower yourself this Financial Literacy Month by reviewing these 5 red flags for spotting scammers.

Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threate

We can’t celebrate Financial Literacy Month without discussing one of the fundamentals of investing - the stock market v...
04/06/2021

We can’t celebrate Financial Literacy Month without discussing one of the fundamentals of investing - the stock market vs. the economy.

You’ve heard of both, and you probably have a decent understanding of what each one is. But how exactly do they differ, and why is it so important to understand the difference?

The stock market does not define economic health as a whole, and the two are not one and the same.

In high school, did you take a class on the basics of finance?For most, the answer is a resounding “NO.”Finance is not o...
04/05/2021

In high school, did you take a class on the basics of finance?

For most, the answer is a resounding “NO.”

Finance is not often taught in K-12 schools. But couldn’t you agree that having a better understanding of money at a young age would be useful?

In honor of Financial Literacy Month, here are 6 money lessons we wish someone taught us in high school.

Growing up, it’s not common that we’re taught practical financial lessons in school.

Finding true financial wellness begins with a solid foundation of financial knowledge. As we continue to celebrate Finan...
04/04/2021

Finding true financial wellness begins with a solid foundation of financial knowledge.

As we continue to celebrate Financial Literacy Month, now’s the time to take a reflective look at your own financial wellness.

To help, we’ve rounded up 4 common money mistakes you could be making right now - plus how to improve your financial knowledge and overcome them.

Being financially literate means you have a good grasp on your finances, as well as what are considered positive financial habits.

Setting your child up for a strong financial future is a process that can begin at an early age. And with Financial Lite...
04/03/2021

Setting your child up for a strong financial future is a process that can begin at an early age. And with Financial Literacy Month in full swing, there’s no reason you can’t get even your youngest kids involved.

Use these tips to encourage your children or grandchildren to make smart money decisions and create lifelong saving habits.

Parents share a lot of private things with their children in hope that the information will help them grow into successful adults.

For most, the phrase “spring cleaning” evokes images of mopping, dusting and reorganizing your home. But have you though...
04/02/2021

For most, the phrase “spring cleaning” evokes images of mopping, dusting and reorganizing your home. But have you thought about the clutter your financial life may have accrued?

If it’s been awhile since you stepped back and gave your accounts a look over, there’s no better time than the present.

Financial Literacy Month is all about improving your own financial knowledge and confidence - and demystifying and decluttering your own financial life is a great way to celebrate.

When it comes to spring cleaning, most of us focus on our homes, closets, offices and other living spaces.

You've heard of robo-advisors but do you know what a digital advisor does? 🤔A digital advisor offers a combination of co...
04/02/2021

You've heard of robo-advisors but do you know what a digital advisor does? 🤔

A digital advisor offers a combination of computerized financial services with the ability to talk to a qualified human.

If you’re seeking the expertise from an educated, experienced individual - but want the convenience and ease of virtual assistance - working with a digital advisor may be right for you.

Here’s what you need to know when choosing one.

Before you start looking around for a digital financial advisor, you need to ask yourself this question: What type of financial help are you looking f

With Spring officially underway, April brings us another reason to celebrate - it's Financial Literacy Month!Test your o...
04/01/2021

With Spring officially underway, April brings us another reason to celebrate - it's Financial Literacy Month!

Test your own financial knowledge by reviewing these 5 must-know money basics.

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals.

You know you should be working with a financial planner - but how do you find the right one? Protecting your money means...
03/30/2021

You know you should be working with a financial planner - but how do you find the right one?

Protecting your money means entrusting it with someone you see yourself working with for years (even decades) to come.

When vetting potential advisors be sure to ask these 5 questions before saying "you're hired."

Hiring a financial planner is an incredibly personal - and important - decision. This is someone who will be perusing the intimate details of your fin

Address

8 Thompson Pond Road
Spencer, MA
01562

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15087621235

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