Cox Global Associates, Inc. - Financial Advisors

10/06/2026

Effort does not always equal results, let time do the heavy lifting! Learn more: https://www.coxglobalassociates.com/resource-center/money/saving-early-and-letting-time-work-for-you

10/01/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

09/30/2026

A recent survey found that 24% of workers are very confident about having enough money to live comfortably through their retirement years. Are you? Learn more about catching-up on your contributions:

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

09/24/2026

"The U.S. Federal Reserve’s decision to raise interest rates by a quarter percentage point this week marks a significant shift in monetary policy as the central bank seeks to dampen war-induced inflationary pressures. Although it’s the first time the Fed has hiked rates since July 2023, in some respects it represents..."

09/23/2026

This time last year we recorded a discussion we had with Lee Ammer of OG Benefits about Long-Term Care. It's worth a listen if you are ready to review your situation and think about the costs of long-term care in retirement. Let us know if we can help you plan, 281-395-8300.

This is a discussion between Cox Global's financial planning expert...

09/21/2026

Retirement Strategies for Small Business Owners... You may want to check out this paper of ours that shows small business owners what they should be paying attention to; their situation is unique. Find it here in our Knowledge Center and let us know if you want to talk: https://www.coxglobalassociates.com/useful-links

09/19/2026

What is a fiduciary financial advisor, and why does it matter?

Learn the truth about what it means to be a fiduciary advisor and other important questions you should be asking: https://www.coxglobalassociates.com/frequently-asked-questions

09/16/2026

When it comes to helping with college costs, grandparents don't have to commit to one big move to make a difference. There are more ways to get involved than most people realize.

A little at a time. An annual gift is one of the simplest options. Remember, you can give up to $18,000 per year per grandchild without triggering a gift tax filing.

A larger contribution upfront. A strategy called "superfunding" allows a lump-sum contribution of up to five years' worth of the annual exclusion into a 529 plan at once. That’s up to $95,000 per grandparent in 2026. The key word is "up to." If you have a larger gift in mind, it's worth having a strategy to go with it.

Paying tuition directly. Payments made directly to a qualifying educational institution are generally not subject to gift tax, regardless of amount. Just keep in mind that kids change their minds. A lot.

None of these paths requires you to have everything figured out first. The right approach depends on your situation, your grandchildren's ages, and how your contribution fits with what the parents have in mind. Call us today with your questions, 281-395-8300. Learn more at CoxGlobalWealth.com.

09/12/2026

Are you ready for National 401(k) Day? Established by the Plan Sponsor Council of America, this day is observed on the Friday following Labor Day. It’s a great opportunity to focus on retirement strategy and your financial future. Cox Global Associates specializes in retirement plans for small businesses. Call us today to review your current plan and or if you'd like to start a new one, 281-395-8300.

09/10/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for. Call our office at 281-395-8300 or email Cody at [email protected].