Are the Holidays The Best Time For Giving?

The holidays are a special time of year to give and show appreciation for those around us. Let's explore the various aspects of Christian giving during this season, and consider the potential benefits or drawbacks that may be associated with it.

Tax PlanningJuliette Cooke, CFP®, CKA®December 23, 2022Christian giving, Gift Tax, holiday giving, Tax implications

Goals For 2023: What To Prioritize As You Build Out Next Year's Wealth Management Strategy

2022 is about to end, and it's time to plan your strategy for 2023. Here's what you might prioritize as you build out next year's wealth management strategy.

Financial PlanningJuliette Cooke, CFP®, CKA®December 21, 2022wealth management goals, goals for 2023

Christian Stewardship: How CWM Can Help You Leave a Legacy for Future Generations

God gives us everything we have, and He expects us to manage those resources for His glory. In acknowledging this, we must take into account our faith and values when making financial decisions.

Financial PlanningJuliette Cooke, CFP®, CKA®December 20, 2022Christian wealth management, Christian stewardship, wealth management

What Are The Tax Implications Of Giving To Loved Ones Over The Holiday Season?

How can you maximize your generosity while protecting your assets from taxation? Consider the financial and relational aspects of giving, including taxation. Take a look at the tax implications of personal giving during the holidays.

Tax PlanningJuliette Cooke, CFP®, CKA®December 19, 2022Christian giving, Gift Tax, Tax implications, Holiday giving

Financial Planning & Healthcare: How To Ensure That You Have The Resources You'll Need

Planning for healthcare spending in retirement is an important step for individuals and families to be better prepared for the costs associated with healthcare. Let's take a look at how to plan for your healthcare in retirement.

Retirement, Financial PlanningJuliette Cooke, CFP®, CKA®December 2, 2022pre-retirement planning, post-retirement planning, healthcare financial planning

Tax Strategies For Estate Planning: Mitigating Your Tax Exposure

Estate planning is an essential part of successful family wealth management. Let's look at some common estate planning tax strategies and how they can mitigate your tax exposure and ensure that your assets are passed along in accordance with your wishes.

Financial Planning, Tax PlanningJuliette Cooke, CFP®, CKA®December 1, 2022Estate Planning Strategy, Estate and tax Planning, Tax Strategies for Estate Planning

2022 Midterms And The Market: What You Could Plan For

Will this year’s midterm elections affect market performance? Historically, stocks tend to trend downward around an election and then show signs of growth when the election is over. Will the trend hold? Let's take a look at 2022's midterms and the market.

InvestingJuliette Cooke, CFP®, CKA®November 8, 2022stock market, 2022 midterm elections, midterms and the market, 2022 midterms predictions

Developing A Financial Plan With God At The Center

Biblical wisdom can be helpful when managing money, building financial security, and developing a financial plan. Let us look at some biblical principles about money to help your financial planning centered with God. Read on!

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®October 19, 2022Christian Financial Planning, Principles of Christian Financial Planning, Christian Financial Planner, Financial Planner