Omicron Market Selloff: Why It’s A Good Idea To Focus On Low-Risk Assets For Your Retirement Plan In A Time Of Market Volatility

Another wave of COVID news roiled world markets in mid-December and the Omicron has just driving the markets volatility. Check out why putting your money into diversified, low-risk assets can be a smart retirement move. Read on!

Financial PlanningJuliette Cooke, CFP®, CKA®January 6, 2022omicron market selloff, low-risk asset, retirement plan

End of Year Tax Planning: Your 2022 Guide To Saving More

As the year comes to end, it’s important to start planning your 2022 taxes. Read on and learn how you can protect your income from tax restructuring in 2022 and save more.

Financial PlanningJuliette Cooke, CFP®, CKA®January 4, 2022end of year tax planning, tax planning, income tax

Holiday Giving : Deciding On What Charities To Give To And How

Giving promotes happiness and strengthens empathy. But smart giving is even better, especially when it comes to your finances. How can you make the most of your family's charitable contributions this holiday season? Read on!

Financial PlanningJuliette Cooke, CFP®, CKA®December 31, 2021holiday giving, end of year giving, charitable giving, charitable donations

Giving Money To Family: Helping Adult Children With a Meaningful Holiday Gift

Christmas time is a season of giving. Here are some smart ways to give meaningful gifts to your children this Christmas season.

Financial PlanningJuliette Cooke, CFP®, CKA®December 29, 2021adult children, gift taxes, gift tax exemption

529s - A Better Strategy to Help Fund Your Kid’s College Education

Higher education is expensive. But there are excellent ways you can plan ahead of your child’s future. Read on and learn what is 529 student loan and how it can be used to fuel money for higher education.

Financial Planning, College FundingJuliette Cooke, CFP®, CKA®December 14, 2021529 plan, student loan, college funding, 529 student loan strategy

Should You Convert a 401k to Roth IRA?

Are you considering leaving a job where you have a 401(k) plan? Do you have an old 401(k) account from a previous employer? Read on as we dive deep into a popular rollover strategy — converting a 401(k) to a Roth IRA.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®December 9, 2021401K, Roth IRA, should you convert a 401k to roth ira

Should You Have A Traditional IRA Or An Individual Retirement Annuity?

Retirement planning is an essential part of your financial wellness. Check out the two options which might be a better fit for your post-retirement needs and how Cooke Wealth Management can help you achieve your retirement goals.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®December 7, 2021individual retirement annuity, retirement plan, traditional IRA vs IRA, annuities

End of Year Tax Planning: How to Strategize and Save

Proper tax planning helps you achieve your financial goals and plan for your upcoming needs. Read on and learn how to strategize and save to trim your taxes in 2022.

Financial PlanningJuliette Cooke, CFP®, CKA®November 9, 2021tax planning, end of year ta planning, income tax

Should I Invest in Ethereum? Why Conventional Christian Wealth Management Strategies May Deliver Better Long-Term Results Than High-Risk Investments

Cryptocurrencies have a potential future. Read on and learn whether or not Ethereum is the right investment for you.

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®November 4, 2021ethereum, cryptocurrency, Christian wealth management strategies

Community College Funding: How to Leverage your Wealth to Fund your Children’s Future

Education is expensive. That’s why educational planning has become very important. Learn a simple, but highly effective way to reduce college expenses.

Financial Planning, College FundingJuliette Cooke, CFP®, CKA®November 2, 2021college funding plan, community college funding, community college strategy, community college

Industry Insights

Blog content

Create a plan for your financial future.