Posts tagged estate planning

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

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

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

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