Learn how Cooke Wealth Management helps clients plan for a wide range of retirement expenses, from healthcare and travel to taxes and lifestyle costs.
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Retiring early is an option some CWM clients choose to pursue other important priorities in life, like service or faith. Retiring early can require strategic planning to make sure your cash doesn't run out. We'll walk you through the right steps to take to plan out a comfortable early retirement.
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Growing "healthspan," the period in life when we're healthy and active, is having an impact on retirement planning. Learn how to prepare for a longer healthspan through long-term retirement financial planning.
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Learn how Cooke Wealth Management clients used the principles of Biblical Wealth Management to give back to their families and community while securing their savings and assets.
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It’s the start of a new year and it’s usually around this time that we start to set some version of goals for the new year. So let me ask you have you stopped to ask yourself just what success looks like or what steps you’ll take to get there? What about financial success? What about success in retirement?
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The questionable health of the Social Security program is nothing new, but with the COVID pandemic the future of the program certainly remains in question. So what could this mean for those of you who haven’t filed yet or are expecting this income during retirement, well before you jump to change your social security strategy it’s likely that sticking with your original filing strategy is still the answer.
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Coronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.
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The stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
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As we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
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Financial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
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