It’s a difficult time. The economy is up and then it’s down. Are you stressed about your finances? Our friends at Central Trust have great information for the emotional investor. Thanks to Central Trust for being a part of our Foundation Estate and Financial Planning Council providing important information to our donors.
Are You An Emotional Investor? Posted September 5, 2019
Charity Tournament and Cooler Raffle to Benefit CoxHealth Foundation Breast Care Fund. Posted August 23, 2019
“Playing for Patsy” is a charity tournament to benefit the CoxHealth Foundation’s Breast Care Fund. Patsy, pictured here first from left, played in the Foundation’s
Estate Planning In The Digital Age Posted August 9, 2019
Have you considered your DIGITAL ASSETS when doing your estate planning? CoxHealth Foundation Estate Planning Council member Anne Sallee Mason provides insight into this important topic.
Proposed legislation could change retirement plans. Posted June 24, 2019
Learn more in this article from our Estate and Financial Planning Council partner, Central Trust. By Andy Drennen, MPAS®, CFP® – Vice President & Portfolio Manager
By Land, By Sea, By Disney Raffle Posted June 9, 2019
By Land, By Sea, By Disney RaffleMagical Vacations is giving you the choice. Win a $2,500.00 gift certificate for travel to one of the following
Cox College Renovation in Phase Two! Posted June 8, 2019
Today marks the start of Phase Two of the Cox College renovation. Construction has begun on the second floor, taking down walls and preparing for
When Life Events Affect Your Benefits Posted May 21, 2019
Life happens and when things change, your benefits often need to change along with it. Our Financial Planning and Estate Council members offer great advice on these and other topics. This month Paula Dougherty, CFP®, MBA, of Achieve Private Wealth shares what benefits you need to review in the many stages of your life.
This year you could win $1,500 CASH! Prize generously donated by the Muensterman Family of Montrose, MO in honor of Sean Swanson to benefit cancer
WIN THESE BEAUTIFUL EARRINGS! Posted April 17, 2019
14 carat white gold infinity drop with pink sapphire and diamonds nestled in the base. Expertly crafted for a delicate, classic look. Retail value: $829
Five Questions about Long-Term Care Posted April 12, 2019
This month our Financial and Estate Planning Council member Paula Dougherty of Achieve Private Wealth discusses the top of Long Term Care. A critical piece of planning for your future, long term care is something many people need to consider on the road to retirement and the golden years.