Financial Planning After Marriage: What You Need to Know

Unlock financial harmony in marriage: budgeting, joint goals, tax strategy, estate planning—all with personalized, biblically grounded guidance.

Financial PlanningJuliette Cooke, CFP®, CKA®July 22, 2025marriage financial planning, estate planning after marriage, newlywed financial tips, merging finances after marriage

What Are the 7 Key Components of Financial Planning?

Explore the 7 essential pillars of holistic financial planning—from budgeting to estate strategies—through a Christian, fiduciary lens.

Financial PlanningJuliette Cooke, CFP®, CKA®July 21, 2025faith-based financial planning, retirement planning, estate planning

What Happens to Your Tax Liability with Proper Financial Planning?

See how smart financial planning reduces tax liability, maximizes benefits, and secures your wealth—tailored with faith‑based insights.

Financial PlanningJuliette Cooke, CFP®, CKA®July 17, 2025tax liability planning, financial planning strategies, retirement tax tips, estate and gift tax

Integrating Estate and Financial Planning: Strategies for Comprehensive Wealth Management

Learn how merging estate and financial planning creates a unified wealth strategy to protect your legacy, reduce taxes, and align with your values.

Financial PlanningJuliette Cooke, CFP®, CKA®June 24, 2025estate and financial planning, wealth management strategies, tax-efficient legacy planning

Difference Between Investing and Speculating: Key Concepts Explained

Understand how investing differs from speculating—so you can build a financial plan aligned with your goals, risk tolerance, and time horizon.

InvestingJuliette Cooke, CFP®, CKA®June 23, 2025difference between investing and speculating, long-term investment strategy, financial planning tips, speculative trading risks

What Is True About Investing in Single Stocks? Understanding the Risks and Rewards

Explore the potential risks and rewards of investing in single stocks, plus tips on diversification and when to seek professional guidance for more informed decisions.

InvestingJuliette Cooke, CFP®, CKA®June 20, 2025single-stock investing, investment diversification, financial risk management

How AI Is Impacting the World of Investing

Explore how AI transforms investment strategies, enhances data analysis, and reshapes portfolio management in today's evolving financial landscape.

InvestingJuliette Cooke, CFP®, CKA®May 27, 2025AI investing, artificial intelligence in finance, algorithmic trading

Which Investment Has The Least Liquidity?

Discover which investments are hardest to convert to cash, examining factors that contribute to low liquidity in various asset classes.

InvestingJuliette Cooke, CFP®, CKA®May 20, 2025investment liquidity, liquidity planning, private equity investing, low liquidity investments, real estate liquidity

Trump Tariffs and the Stock Market: Assessing the Impact on Investors

Analyze the effects of Trump's tariffs on market volatility, investor sentiment, and economic stability amidst ongoing trade tensions.

InvestingJuliette Cooke, CFP®, CKA®May 19, 2025Trump tariffs, stock market volatility, trade policy impact, tariff effects on sectors

How Can I Balance Risk and Return in My Investment Portfolio? Key Considerations

Explore key tips to help you balance risk and return, make smarter investment choices, and align your portfolio with financial goals.

InvestingJuliette Cooke, CFP®, CKA®May 1, 2025risk and return, investment strategies, asset allocation, portfolio management

Resources

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