Eliminating 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.
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Socially 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.
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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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At CWM, we take a biblical approach to wealth management. But what exactly does the Bible say about planning your finances? Read on to discover actionable wealth management advice straight from scripture.
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Picking a wealth manager is a major life decision. Learn how to make the right choice based on your financial goals, risk appetite, and values.
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The stock market is off and running - Wondering what on earth was happening with the market? How did the individual investor mange to disrupt the system? Or how about what actually happened with GameStop stock? … Let's recap last month and see what it might mean for the future.
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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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