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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
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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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Financial Stewardship: Teaching Children To Steward Wealth With God At The Center
Financial Stewardship: Teaching Children To Steward Wealth With God At The Center

Looking for guidance on teaching your children about money and stewardship? Explore the biblical foundations and practical tips for raising financially responsible and spiritually grounded kids.

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Financial PlanningJuliette Cooke, CFP®, CKA®May 30, 2023
What's The Difference Between 401(k) and 403(b)? A Closer Look
What's The Difference Between 401(k) and 403(b)? A Closer Look

Wondering how to make an informed retirement decision? Uncover the key difference between 401k and 403b plans and choose wisely for your future.

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RetirementJuliette Cooke, CFP®, CKA®May 29, 2023401(k) plans, 403(b) plans, retirement planning
I Inherited a Large Sum of Money - Now What?
I Inherited a Large Sum of Money - Now What?

Received a large inheritance? Inheriting a large sum of money can be overwhelming. Learn how to manage your newfound wealth and make it work for your financial future.

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Financial PlanningJuliette Cooke, CFP®, CKA®April 13, 2023inheritance, inherited wealth, inherited wealth management, wealth management
Tax-Friendly Investment Strategies for High-Net-Worth Individuals
Tax-Friendly Investment Strategies for High-Net-Worth Individuals

Discover the untold secrets of tax-friendly investments used by high net worth individuals. Are you missing out on lucrative opportunities? Find out now!

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InvestingJuliette Cooke, CFP®, CKA®April 12, 2023tax planning, investment strategies, high-net-worth individuals, wealth management, financial planning
Strategies for Investing My Tax Return Refund (and should I be adjusting my withholdings moving forward?)
Strategies for Investing My Tax Return Refund (and should I be adjusting my withholdings moving forward?)

Make your tax return refund work for you! Learn the best strategies for investing your refund wisely and making the most of your hard-earned money.

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Investing, Financial PlanningJuliette Cooke, CFP®, CKA®March 20, 2023tax refund, investing, tax refund investment strategies
Why Insurance Planning Needs to Be a Part of Your Financial Plan
Why Insurance Planning Needs to Be a Part of Your Financial Plan

Protect your financial future with insurance planning. Learn why it's crucial to integrate insurance into your overall financial plan for long-term security.

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Financial PlanningJuliette Cooke, CFP®, CKA®March 16, 2023Insurance planning, Wealth management, life insurance, health insurance
Social Security Benefits and How They Increased in 2023
Social Security Benefits and How They Increased in 2023

Learn about Social Security Benefits and their 2023 increase. Discover how this government program can help provide financial security for retirees and the elderly.

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RetirementJuliette Cooke, CFP®, CKA®March 15, 2023Financial security, Social Security Benefits
Estate Planning: Life Events Should Prompt You to Consider Reviewing Your Strategy
Estate Planning: Life Events Should Prompt You to Consider Reviewing Your Strategy

Discover how life events can impact your estate planning strategy. Learn why it's crucial to review your plans regularly to protect your assets and loved ones and ensure your wishes are met.

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Financial PlanningJuliette Cooke, CFP®, CKA®March 14, 2023Estate Planning, Trust funds, Legal documents, benefits of estate planning
Growth Versus Dividend stocks: How Both Relate to Your Investment Returns
Growth Versus Dividend stocks: How Both Relate to Your Investment Returns

Maximize your returns by understanding the difference between dividend & growth stocks. Explore how both impact total return & how to balance them in your portfolio.

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Investing, RetirementJuliette Cooke, CFP®, CKA®February 20, 2023dividend stock, growth stock, dividend stocks vs growth stocks, retirement funds
Different Ways To Expose Your Portfolio To Gold and When It Makes Sense To Invest In It
Different Ways To Expose Your Portfolio To Gold and When It Makes Sense To Invest In It

Diversify your portfolio with gold exposure. Learn various investment options and out when it makes sense to invest & how to balance gold with other assets.

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InvestingJuliette Cooke, CFP®, CKA®February 17, 2023gold stocks, benefits and risks of exposing your portfolio to gold, how gold is tasked
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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.