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Brittany N. Cox

Brittany Cox is a Registered Investment Advisor who works for Nestlerode & Loy, Inc., State College. She serves clients in Centre County and all of Pennsylvania as a fiduciary, fee-based advisor. She is a graduate of the Pennsylvania State University with a BA in business with a focus on financial services. Brittany enjoys working with clients for retirement and college planning. Brittany can be reached at [email protected]

Articles by Brittany N. Cox

Family Funds
Column
Family Funds
116 weeks ago - StateCollege.com - Brittany N. Cox
Many people spend time worrying about what will happen to their money when they pass on and the money moves to their heirs. Should it be in a trust, go through probate in the estate, or something else? Should I name all my kids as beneficiaries on my retirement accounts? Should I move the money to t [Read More]
The Seasons of Investing
Column
The Seasons of Investing
120 weeks ago - StateCollege.com - Brittany N. Cox
Much like a sporting goods store needs to be prepared for changes in interests and needs that come with fluctuations in weather patterns, your investment portfolio should be prepared for all seasons as well. [Read More]
Are You a Record Hoarder or a Document Destroyer?
Column
Are You a Record Hoarder or a Document Destroyer?
124 weeks ago - StateCollege.com - Brittany N. Cox
It occurred to me that there are two types of people when it comes to record retention: those who keep every single piece of paper and those who keep nothing. So, what should you keep, how long do you keep it, and how do you organize it? [Read More]
Artificial Intelligence Is Part of Our Everyday Lives, Including Our Finances
Column
Artificial Intelligence Is Part of Our Everyday Lives, Including Our Finances
128 weeks ago - StateCollege.com - Brittany N. Cox
Artificial intelligence, which was once science fiction in books and movies, has now become commonplace technology. As with its applications elsewhere, AI carries benefits and pitfalls in its use among financial institutions. [Read More]
A Closer Look at Inflation
Column
A Closer Look at Inflation
132 weeks ago - StateCollege.com - Brittany N. Cox
I’ve read a few articles this week referring to America’s “inflation problem,” and feel it is worthwhile to talk about what inflation is and what it means for us. [Read More]
Where Do I Find Money to Save?
Column
Where Do I Find Money to Save?
136 weeks ago - StateCollege.com - Brittany N. Cox
At a young age, it is easy to assume you have time until retirement and say you will start next year, or when you get a raise, or when you get your student loans paid off. But in reality, you need to start now. If you have a job and plan to retire, you should be saving. So, where do you find that [Read More]
Tax Policy Changes and You
Column
Tax Policy Changes and You
140 weeks ago - StateCollege.com - Brittany N. Cox
We have already seen impacts of the lower corporate tax rate that is part of the new tax legislation passed in December. In addition to benefiting corporations, the new tax policy will affect individuals in several ways. [Read More]
Don't Let Decision Fatigue Affect Your Finances
Column
Don't Let Decision Fatigue Affect Your Finances
142 weeks ago - StateCollege.com - Brittany N. Cox
How many financial decisions do you make in a healthy state of mind? . Be aware of your own decision fatigue. Ask yourself before making any decision concerning your finances if you are in a good state of mind to be making that decision. [Read More]
The Dilemma of Saving for Retirement and Sending Kids to College
Column
The Dilemma of Saving for Retirement and Sending Kids to College
144 weeks ago - StateCollege.com - Brittany N. Cox
Saving for retirement and for sending children to college are financial burdens for many Americans. This squeeze creates quite a dilemma – how to fund both? Should I even try to fund both? [Read More]
The End-of-Year Financial Wrap-Up
Column
The End-of-Year Financial Wrap-Up
146 weeks ago - StateCollege.com - Brittany N. Cox
This time of year involves a lot of wrapping. With holiday spending in full swing and tax season on its way, you’ll want to include a financial wrap-up, too. [Read More]
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