Wilcox Tax and Financial Advisors LLC

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Wilcox Tax and Financial Advisors, LLC  created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Mutual funds, annuities, stocks, and other investments available through J.W. Cole Financial, Inc.  are not insured by FINRA, SIPC nor are they obligations of or guaranteed by J.W. Cole Financial, Inc. or any other affiliated entity. Such Investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal.

Before proceeding further, please be advised that at present Mary N Wilcox, CFP® is licensed to discuss and/or offer financial services and/or investment products with residents of AZ, CA, CO, FL, GA, NC, NM, OR. or VA  If you are a resident of any other state, please note that it is a simple and expeditious procedure for Mary N Wilcox, CFP® to become licensed in other states because she holds a series #7 and a Series #63 license.  Under normal circumstances, this licensing procedure takes only 24 to 48 hours.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →