Stewardship and Sustainability: How Christian Wealth Management Strategies Can Help Secure Your Long-term Retirement Prospects

We cannot serve both God and money, so it is important to practice biblical stewardship principles when it comes to managing the resources God has given us.

RetirementJuliette Cooke, CFP®, CKA®March 10, 2022retirement prospects, biblical stewardship, retirement

Healthcare Financial Planning: How Can You Secure Your Future Health

With the rising cost of healthcare, how are you planning for medical expenses in retirement? Here's the effective healthcare financial planning to ensure financial stability in your later years without depending on others.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®March 8, 2022healthcare financial planning, medicare, health insurance

The Right College Funding Coach: How CWM Can Help You Plan And Mitigate College Expenses

With college tuition on the rise, how can you help your kids reduce their debt on education loans without risking your financial future? Check out how CWM can help you develop a comprehensive plan to help cover educational expenses.

College FundingJuliette Cooke, CFP®, CKA®February 22, 2022college funding coach, education loan, student loans, education

Investing for the Future: What Some Christian Financial Advisors Think About NFTs, Crypto, and Other Emerging Investment Instruments

If you are considering investing in NFTs, cryptocurrency, or another new instrument, it is important to understand how these investments could potentially affect your wealth.

Retirement, InvestingJuliette Cooke, CFP®, CKA®February 17, 2022financial instrument, investment, Christian Financial advisor, blockchain

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

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