A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Cox Strategic Wealth, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Cox Strategic Wealth
(949) 888-6644

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HAPPY NEW YEAR!

By Andy Ives, CFP®, AIF®
IRA Analyst

In 2021, the Slott Report produced roughly 100 diverse retirement-related articles and answered approximately 100 reader questions in our weekly Mailbag. We do our best to present topical IRA and retirement plan issues in the most creative, interesting, and informative manner. We hope you enjoyed the content and learned some new things.

Thank you to our loyal readers! We look forward to another combined 200+ fresh articles and Mailbag responses in 2022.

From all of us at the Slott Report, have a healthy, safe and Happy New Year!

https://www.irahelp.com/slottreport/happy-new-year-1

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For more information about any of our products and services, schedule a meeting today.

Or give us a call at (949) 888-6644