Cobblestone Wealth Advisors

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Cobblestone Wealth Advisors Building a path is not a product of happenstance. Rather it is the result of understanding, planning, and expert implementation.

Please see the website for important disclosures Cobblestone Wealth Advisors are here to guide you through each step along your path to confidence. Starting with a discussion about you, your family, and your goals, we can begin to sketch out an idea for your path and create a plan to build.

What would happen to your loved ones if you were gone? Make financial preparations today.
10/24/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

When was the last time you paid yourself first?
10/22/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Tax time can be a good time to give your household budget a checkup.
10/20/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
10/17/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

If you thought that payouts from life insurance are tax-free in all cases, think again.
10/15/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/13/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Second homes have unique risks and insuring them is different than a primary home.
10/10/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

What actually happens when the U.S. government shuts down?
10/08/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

The savings rate is the government’s estimate of how much U.S. households are saving.
10/06/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Address

8119 7th Avenue
New York, NY
11228

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(718) 633-9500

Website

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