New Year’s Resolution 2022: Building And Implementing A Post-Retirement Strategy

Are you on track to meeting your financial goals? Here’s how you can stay on track for a successful retirement in these uncertain times. Read on!

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®February 10, 2022post-retirement financial strategy, retirement, retirement planning, retirement goals

Financial Advisors in Orange County: What You Need To Know Before Getting Started

Are looking for a financial advisor in Orange Country? Read on and learn what do you need to know to find the right advisor to talk with you about your financial goals.

Financial PlanningJuliette Cooke, CFP®, CKA®January 13, 2022financial advisors, financial advisor in Orange County, wealth management advisors

Planning Your 2022 Investment Goals: Here’s What You Need to Focus On

If you're looking to protect your retirement and build wealth, it's time to set and exceed next year's investment goals. Check out the three buckets you need to focus on and how Cooke Wealth Management can help you make prudent financial plans in 2022.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®January 11, 2022investment goals, savings goals, retirement goals

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

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