Proud to announce Five Star award winners John Cooke, CFP®, CKA® and Juliette Cooke, CFP®, CKA®’s appearance in the Wall Street Journal.
Read More
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.
Read More
It’s never too soon to teach kids about money. A key part can be to demonstrate and verbalize values while living and teaching them how to handle money in an intentional, God honoring manner.
Discover a few simple lessons parents or even grandparents can do that can provide a solid foundation for a lifetime of financial decisions.
Read More
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…
Read More
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.
Read More
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.
Read More
COVID-19 has certainly rattled the markets and investors, but it’s still early to know just how 2020 will turn out. It can be tough to keep cool when you see the market dropping or to control your exuberance when you see it shooting upward. So as the you go into the second half of year keep in mind…
Read More
Prior to COVID-19, you may have been thinking, or dare I say, planning your retirement. With Coronavirus dominating recent attention, our focus is drawn to the present and the thought of retirement may now be in the future. But let’s go back to that thought of retirement…
Read More
Quick call out that despite the COVID-19 pandemic cyber criminals are not resting! We have seen a recent spike in cyber security incidents.
Read More
When it comes to your investments, risk or the uncertainty of returns is the price that all investors pay for the potential of receiving higher returns…
Read More