How To Change Life Insurance And Ensure You Have The Right Coverage

Life is unpredictable, but your family's protection shouldn't be. Learn how to proactively adjust your life insurance policy ensuring your loved ones' financial safety is never in doubt.

Financial PlanningJuliette Cooke, CFP®, CKA®March 22, 2024change life insurance policy, life insurance, insurance coverage, financial planning

Crypto For Retirement? How To Use ETFs To Build Out Your Portfolio

Wondering if your retirement plan is robust enough? Discover the growth potential of crypto retirement, and take control of your financial destiny with confidence.

RetirementJuliette Cooke, CFP®, CKA®March 21, 2024crypto retirement, retirement planning, cryptocurrency investment, bitcoin ira, crypto etfs

The Importance Of Financial Literacy For Kids And How To Teach It

Are your kids prepared for the financial realities of adulthood? Discover the unmatched importance of financial literacy for kids and get expert tips on fostering smart money habits that last a lifetime.

Financial PlanningJuliette Cooke, CFP®, CKA®March 5, 2024financial literacy for kids, age-appropriate financial education, parental guidance in finance, financial coaching, investment management

Global Unrest And How It Affects Your Financial Planning Strategy

Are You Prepared for 2024's Global Unrest? Discover how to fortify your financial planning strategy against the backdrop of escalating tensions and climate crises.

Financial PlanningJuliette Cooke, CFP®, CKA®March 4, 2024global unrest, financial planning strategy, geopolitical tensions, financial technology, investment strategies

Goal-Based Financial Planning: Aligning Your 2025 Financial Goals With God's Plan

Feeling anxious about your financial future? Embrace goal-based financial planning and discover strategies for aligning your wealth with God's plan.

Financial PlanningJuliette Cooke, CFP®, CKA®March 1, 2024inflation, goal-based financial planning, christian financial advice, biblical stewardship, spiritual wealth, smart goals

How Does CPI Affect The Stock Market: Assessing The Impact On Your Investment Strategy Goals

Avoid the pitfalls of uninformed investing! Uncover how CPI impacts stock market movements and make smarter investment choices.

InvestingJuliette Cooke, CFP®, CKA®January 29, 2024consumer price index, inflation, stock market, investment strategies, interest rates

Trying To Time The Market And Why It Doesn’t Always Work

Protect your investments from the volatility of market timing. Discover how a long-term perspective can offer more security and growth potential than the elusive success of timing the market.

InvestingJuliette Cooke, CFP®, CKA®January 26, 2024inflation, market timing, investment strategy, financial risks, long-term investing, emotional biases

How Can You Minimize The Risk From Your Investments Coming Into a New Year?

Get ahead in 2024 by mastering investment risk management. Learn about year-end market dynamics, the impact of seasonal trends, and how to tailor your portfolio for the new year.

InvestingJuliette Cooke, CFP®, CKA®January 25, 2024portfolio risk management, investment diversification, asset allocation, financial goal setting, reduce financial risk

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

Industry Insights

Blog content

Create a plan for your financial future.