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Six Steps to Prepare for Retirement
Retirement, Investing
Six Steps to Prepare for Retirement
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Retirement, Investing
5 Pillars of Christian Financial Planning
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5 Pillars of Christian Financial Planning
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Things to Remember during Market Volatility
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Things to Remember during Market Volatility
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Investing
4 Principles of Financial Success
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4 Principles of Financial Success
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Thinking about Retirement ...
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Retirement saving TIPs for all ages
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Retirement saving TIPs for all ages
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Investing, Retirement, Financial Planning
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Exploring Your Options: HSA Investment Account And How It Compares To Other Retirement Accounts
Exploring Your Options: HSA Investment Account And How It Compares To Other Retirement Accounts

Are you fully utilizing your retirement savings options? Find out how HSA investment accounts offer unique tax and growth advantages that could be the key to enhancing your financial future.

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RetirementJuliette Cooke, CFP®, CKA®January 4, 2024hsa investment accounts, retirement planning, tax-free savings, healthcare in retirement, financial security
Wealth Management Adjustments To Consider When Expecting A Newborn
Wealth Management Adjustments To Consider When Expecting A Newborn

Ready to welcome a new bundle of joy? Discover expert tips on budgeting for a baby, enhancing emergency funds, and adjusting your wealth management strategy to ensure financial security for your growing family.

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Financial PlanningJuliette Cooke, CFP®, CKA®November 13, 2023emergency fund planning, insurance coverage for families, childcare costs, parental leave, investment for child's future
Top 7 Financial Questions To Ask When Considering A New Financial Advisor
Top 7 Financial Questions To Ask When Considering A New Financial Advisor

Looking for a new financial advisor? Discover the top financial questions that will help you identify a trustworthy partner in wealth management. Get the insights you need for a secure financial future!

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Financial PlanningJuliette Cooke, CFP®, CKA®November 13, 2023financial questions, financial advisory, investment strategy, wealth management, choosing a financial advisor
Year-End Budgeting and How you can Position Yourself Leading Into the Holiday Season
Year-End Budgeting and How you can Position Yourself Leading Into the Holiday Season

Holiday spending can be merry and bright with the right annual budgeting plan! Learn how to allocate funds for gifts, festivities, and charity without compromising your 2024 financial goals.

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Financial PlanningJuliette Cooke, CFP®, CKA®November 10, 2023holiday budgeting, financial planning, christmas spending, saving strategies
I Want To Leave My Assets And Business To My Children And Grandchildren. What Are My Options For Legacy Planning?
I Want To Leave My Assets And Business To My Children And Grandchildren. What Are My Options For Legacy Planning?

Inheriting wealth isn't just about the assets—it's about smart planning. Read on for insights into estate taxes, succession challenges, and tips on preserving your family's financial future.

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Financial PlanningJuliette Cooke, CFP®, CKA®November 9, 2023estate planning, inheriting wealth, financial literacy, wealth management, business succession
Securing Your Child's Future: Navigating Economic Uncertainty and Crafting a Comprehensive 2023 College Funding Plan
Securing Your Child's Future: Navigating Economic Uncertainty and Crafting a Comprehensive 2023 College Funding Plan

Uncover the realities of rising college costs and discover actionable strategies for planning your child's education. Dive deep into financial aid, scholarships, and investment approaches to secure their future.

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College FundingJuliette Cooke, CFP®, CKA®October 23, 2023college funding, economic uncertainty, higher education costs, 529 plans, 2023 college planning
U.S. Economic History And How A Democrat Or A Republican Will Affect Your Portfolio
U.S. Economic History And How A Democrat Or A Republican Will Affect Your Portfolio

Dive into an in-depth exploration of US economic history, understand its influence on personal finance, and discover how presidential policies can shape your financial future.

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InvestingJuliette Cooke, CFP®, CKA®October 20, 2023us elections, stock market, economic policy, investing
With Pending Volatility Looming With Elections, How To Best Position Your Portfolio
With Pending Volatility Looming With Elections, How To Best Position Your Portfolio

The 2024 election is around the corner, and with it comes market uncertainties. Delve into the nuances of portfolio volatility during election seasons, and arm yourself with strategies for a resilient investment approach.

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InvestingJuliette Cooke, CFP®, CKA®October 19, 2023elections, stock market volatility, portfolio positioning, financial planning, investment strategy
Your Forgotten 401(k): The Smart Move of Rolling Over to an IRA
Your Forgotten 401(k): The Smart Move of Rolling Over to an IRA

Discover the hidden treasures in your forgotten 401(k)! Explore the smart move of rolling it over to an IRA. Learn the benefits, considerations, and how-tos.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 20, 2023retirement planning, 401(k) rollover, IRA
Wealth Transfer And How To Position Your Portfolio When You Inherit Assets
Wealth Transfer And How To Position Your Portfolio When You Inherit Assets

Wealth transfer is the process of passing financial resources from one individual or generation to another. Learn about the wealth transfer process, challenges, and management in in alignment with personal values and faith.

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Financial PlanningJuliette Cooke, CFP®, CKA®September 19, 2023wealth transfer, inheritance, financial planning, tax implications
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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.