Why And When You Should Consider A Roth Conversion?

Considering a Roth conversion? Understand the ideal timing and scenarios where it can significantly enhance your retirement savings. Read on!

Financial Planning, Retirement, InvestingJuliette Cooke, CFP®, CKA®June 6, 2024roth conversion, retirement savings, tax-free growth, estate planning, financial strategy

Protecting Your Portfolio: How To Prepare For A Market Crash

Worried about the next market crash? Discover proactive strategies to safeguard your investments and maintain financial stability during economic downturns.

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®April 25, 2024market crash, investment strategies, financial planning, economic downturn, portfolio management

What To Do With RMDs If You Don't Need Them?

Wondering how to optimize your RMDs? Explore the benefits of strategic RMD management and learn how not needing your RMDs immediately can open up opportunities for charitable donations, family support, and smart tax planning.

RetirementJuliette Cooke, CFP®, CKA®April 24, 2024rmd, rmd strategies, tax planning, retirement planning, investment options, financial management

6 Important Financial Planning Tips For Empty Nesters

Are you an empty nester looking to refine your financial strategy? Discover biblically-based advice and personalized planning tailored to optimize your retirement, estate, and healthcare strategies.

RetirementJuliette Cooke, CFP®, CKA®April 23, 2024financial planning for empty nesters, retirement savings, estate planning, healthcare planning, debt management, Christian financial advice, tips for empty nesters

Investing During Retirement: Key Things To Know And When To Adjust

Is your retirement fund ready for the future? Learn how investing during retirement is crucial for sustaining financial health and achieving your dreams.

Financial PlanningJuliette Cooke, CFP®, CKA®March 25, 2024retirement planning, investing during retirement, financial security, wealth management

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