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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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Building A Legacy: How Good Stewardship Can Help You Build A Future For Your Children
Building A Legacy: How Good Stewardship Can Help You Build A Future For Your Children

One day you will leave this world behind. How will you have made a difference while you were here? Check out what the bible says about leaving a legacy and what legacy you can pass on to the next generation.

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Retirement, Financial PlanningJuliette Cooke, CFP®, CKA®March 15, 2022biblical stewardship, Retirement
Stewardship and Sustainability: How Christian Wealth Management Strategies Can Help Secure Your Long-term Retirement Prospects
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.

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RetirementJuliette Cooke, CFP®, CKA®March 10, 2022retirement prospects, biblical stewardship, retirement
Healthcare Financial Planning: How Can You Secure Your Future Health
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.

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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
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.

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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
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.

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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
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!


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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
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.

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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
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.

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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
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!

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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
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.


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Financial PlanningJuliette Cooke, CFP®, CKA®January 4, 2022end of year tax planning, tax planning, income tax
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18881 Von Karman Ave., Ste 1420
Irvine, California 92612

949.724.3880
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18881 Von Karman Ave, Suite 1420,
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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.