Investing Through Uncertainty: Stock Markets and Global Conflicts

Are you prepared for the stock market's unexpected turns during times of war? Discover how to navigate and prosper in the stock market amidst conflicts, empowering your investment choices

InvestingJuliette Cooke, CFP®, CKA®January 8, 2024stock market during war, stock market trends, war and economy, investment strategies, market resilience, global conflicts impact

Supporting A Cause: 5 Things to Evaluate When Choosing Humanitarian Donations

Are your charitable efforts reaching their full potential? Find out how to enhance the effectiveness of your donations and avoid the common mistakes many donors make.

Financial PlanningJuliette Cooke, CFP®, CKA®January 5, 2024supporting a cause, strategic philanthropy, ethical giving, humanitarian support, impactful donations

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.

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

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.

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

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!

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

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.

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?

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.

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

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.

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

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.

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

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.

InvestingJuliette Cooke, CFP®, CKA®October 19, 2023elections, stock market volatility, portfolio positioning, financial planning, investment strategy

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