George Coxhead Financial Services
Today’s economic environment presents many challenges. Whether you are facing retirement, saving for your child's education expenses, or planning the continuation of your business, I can help you address your most pressing questions.
My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams, goals, and priorities, and also understand your tolerance for risk.
I take pride in the lasting relationships that I have formed with my clients. Whatever phase of life you are in, I am here to help you make informed decisions regarding your financial future.
Helpful Content
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.