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

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

More Newsletters →