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A fee-only financial advisor can help you steer clear of some of the conflicts of interest integral to a commission-driven model. Learn what are the benefits of fee-only advisory services and the potential risks of commission-based advisory services.
Read MoreTravel after retirement is a way to strengthen the bond, celebrate, and connect and be active. Learn how CWM can help plan for your long and active retirement that includes travel, ministry, and other life goals.
Read MoreWho are Certified Kingdom Advisors? Why is it important that CWM advisors are CKA accredited? Learn what it means to be a CKA advisor and why this matters to Christian financial planning clients.
Read MoreEliminating debt is a key step to ensuring healthy finances and comfortable living during retirement. Learn CWM’s top strategies to minimize debt, both by avoiding new commitments and eliminating existing debt.
Read MoreSocially responsible investing is a progressive way of using your money. It allows you to align personal values with investment objectives by investing in companies with strong social and corporate governance conduct. Learn why Cooke Wealth Management is the right company for you.
Read MoreLearn how Cooke Wealth Management helps clients plan for a wide range of retirement expenses, from healthcare and travel to taxes and lifestyle costs.
Read MoreRetiring 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.
Read MoreGrowing "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.
Read MoreLearn 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.
Read MoreIt’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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