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Featured Articles:
Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
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Retirement, Investing
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5 Pillars of Christian Financial Planning
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Things to Remember during Market Volatility
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Investing, Retirement, Financial Planning

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Investing Retirement Financial Planning


You Could Be Your Own Worst Investment Enemy
You Could Be Your Own Worst Investment Enemy

When the markets bounce around, investing requires discipline and patience to overcome normal emotional tendencies.

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InvestingJuliette Cooke, CFP®, CKA®July 31, 2019
Balancing your values, priorities and goals - a process for Making Wise Financial Decisions
Balancing your values, priorities and goals - a process for Making Wise Financial Decisions

There are no independent financial decisions. If you spend money on a vacation it is no longer available to fund your retirement.

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Retirement, Financial PlanningCooke Wealth MgmtJuly 29, 2019Biblical / Christian Financial Stewardship
Your Pie – Understanding & controlling each slice of the pie
Your Pie – Understanding & controlling each slice of the pie

If you think of your income as a pie with each of the five uses of money (Live, Give, Grow, Owe- taxes, Owe- Debt) as a slice of that pie, you can begin to understand the interconnectivity your spending decisions have.

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Financial PlanningJuliette Cooke, CFP®, CKA®July 25, 2019Biblical / Christian Financial Stewardship
Planning to Retire - Flexibility just might be your key to success
Planning to Retire - Flexibility just might be your key to success

How much is enough when it comes to retirement?

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RetirementJuliette Cooke, CFP®, CKA®July 1, 2019Biblical / Christian Financial Stewardship
The Power of Non-Cash Giving
The Power of Non-Cash Giving

By donating appreciated non-cash assets before the sale, you can significantly multiply your total giving.

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Investing, Financial PlanningCooke Wealth MgmtApril 22, 2019
Saving enough, or saving too much?
Saving enough, or saving too much?

You may be asking yourself, “am I saving enough?” Or in some cases, “am I saving too much?”

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Retirement, Investing, Financial PlanningCooke Wealth MgmtApril 8, 2019Biblical / Christian Financial Stewardship
In your 50s – 5 key financial moves
In your 50s – 5 key financial moves

You’re in your 50’s hitting your stride in your career and earning potential.

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Financial Planning, RetirementJuliette Cooke, CFP®, CKA®March 18, 2019
Better Than Average Investors
Better Than Average Investors

You can be better than the average investor with some help, discipline and patience.

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InvestingJuliette Cooke, CFP®, CKA®March 11, 2019
The Meaning of Retirement
The Meaning of Retirement

As a Christian, what questions should we be asking about retirement? There’s the financial side, but have you ever stopped to think what retirement actually means to you, what will you do retirement. Retirement means different things to different people.

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RetirementJuliette Cooke, CFP®, CKA®February 11, 2019Biblical / Christian Financial Stewardship
4 simple steps towards Financial Security, Growth, and Stewardship
4 simple steps towards Financial Security, Growth, and Stewardship

The surprise for most is that the Bible, over 3000 years ago, spelled out how you can have financial security and generally build wealth.

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Financial Planning, Retirement, InvestingJuliette Cooke, CFP®, CKA®January 21, 2019Biblical / Christian Financial Stewardship
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Cooke Wealth Management, LLC is a Registered Investment Adviser offering Investment Advisory Services in the state of California. An investment adviser or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements. Follow-up or individualized responses to consumers in a particular state by a investment adviser or IA rep that involve the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IA rep, a consumer should contact his or her stated securities law administrator. Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any transaction. Cooke Wealth Management, LLC is not rendering or offering to render personalized investment advice or financial planning advice through this media. The information provided has been compiled to the best of our ability and we believe it to be reliable and is provided for your personal use and informational purposes only. However, the authors make no warranty of any kind, expressed or implied, and will not be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused, directly, or indirectly, by information contained herein. Links to other web sites are provided as general information sources for use of visitors to our site. Cooke Wealth Management, LLC has not formally evaluated the information provided via these sites and inclusion of these links does not constitute an endorsement of nor referral to any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.