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Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
Retirement, Investing
Retirement, Investing
5 Pillars of Christian Financial Planning
Financial Planning
5 Pillars of Christian Financial Planning
Financial Planning
Financial Planning
Things to Remember during Market Volatility
Investing
Things to Remember during Market Volatility
Investing
Investing
4 Principles of Financial Success
Financial Planning, Investing, Retirement
4 Principles of Financial Success
Financial Planning, Investing, Retirement
Financial Planning, Investing, Retirement
Thinking about Retirement ...
Retirement
Thinking about Retirement ...
Retirement
Retirement
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Retirement saving TIPs for all ages
Investing, Retirement, Financial Planning
Investing, Retirement, Financial Planning
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Deciding on the Right College Funding Plan For Your Kids
Deciding on the Right College Funding Plan For Your Kids

Funding the cost of college tuition and related expenses for children is a common source of concern for parents. Learn how Cooke Wealth Management helps you have a clear understanding of how to fund college plans and the options available to your family.

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College FundingJuliette Cooke, CFP®, CKA®September 30, 2021college funding plan, college loans, 529 plan
The Debt Snowball: The Proven Way to Pay Off Debt Forever
The Debt Snowball: The Proven Way to Pay Off Debt Forever

A debt-free lifestyle will improve your finances in the long run and make your life better. Learn a proven way on how to pay off and eliminate debt forever.

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Financial PlanningJuliette Cooke, CFP®, CKA®August 12, 2021financial planning, debt snowball, minimizing and eliminating debt
What is Biblical Stewardship? Putting a Core CWM Value Into Financial Planning Action
What is Biblical Stewardship? Putting a Core CWM Value Into Financial Planning Action

All the resources we have belongs to God, and it is our ultimate responsibility to manage them in a way that brings honor and glory to Himself. Learn the principle of stewardship and how Cooke Wealth Management can help you put it into action for your financial plan.

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Financial PlanningJuliette Cooke, CFP®, CKA®August 9, 2021biblical stewardship, putting stewardship into action, financial planning
Go-Go, Slow-Go, Then No-Go: How CWM Empowered This Active Senior Couple To Travel And Responsibly Plan Their Retirement
Go-Go, Slow-Go, Then No-Go: How CWM Empowered This Active Senior Couple To Travel And Responsibly Plan Their Retirement

Travel 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.

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Financial Planning, RetirementJuliette Cooke, CFP®, CKA®July 27, 2021active senior couple, travel, post-retirement life
Certified Kingdom Advisers: Why CKA-Certified Wealth Managers Like Cooke Can Help You Align Your Finances With Your Values
Certified Kingdom Advisers: Why CKA-Certified Wealth Managers Like Cooke Can Help You Align Your Finances With Your Values

Who 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.

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Financial Planning, RetirementJuliette Cooke, CFP®, CKA®July 13, 2021
Top Debt Avoidance Strategies to Reduce Your Financial Commitments Before Retiring
Top Debt Avoidance Strategies to Reduce Your Financial Commitments Before Retiring

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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Financial Planning, RetirementJuliette Cooke, CFP®, CKA®July 8, 2021How to avoid Debt, money management
Investing with a Conscience
Investing with a Conscience

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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Financial Planning, Retirement, InvestingJuliette Cooke, CFP®, CKA®June 30, 2021ethical investing, socially responsible investing
Running the Numbers: How We Help Cooke Clients Plan for Their Top 5 Retirement Expenses
Running the Numbers: How We Help Cooke Clients Plan for Their Top 5 Retirement Expenses

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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Financial Planning, RetirementJuliette Cooke, CFP®, CKA®June 24, 2021planning for post-retirement life, top 5 retirement expenses
Retiring Early: How Cooke Can Help You Plan Out An Active Future
Retiring Early: How Cooke Can Help You Plan Out An Active Future

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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Financial Planning, RetirementJuliette Cooke, CFP®, CKA®May 18, 2021early retirement, planning for post-retirement life
Increased “healthspans”: How We Help Cooke Clients Plan For Longer, More Active Lives
Increased “healthspans”: How We Help Cooke Clients Plan For Longer, More Active Lives

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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Retirement, Financial PlanningJuliette Cooke, CFP®, CKA®May 14, 2021healthspans, active living, post-retirement life
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18881 Von Karman Ave., Ste 1420
Irvine, California 92612

949.724.3880
949.724.3880

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Cooke Wealth Management
18881 Von Karman Ave, Suite 1420,
Irvine,
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9497243880 CWM@cookewm.com
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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.