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Retiring early is an option some CWM clients choose to pursue other important priorities in life, like service or faith. Retiring early can require strategic planning to make sure your cash doesn't run out. We'll walk you through the right steps to take to plan out a comfortable early retirement.
Read MoreGrowing "healthspan," the period in life when we're healthy and active, is having an impact on retirement planning. Learn how to prepare for a longer healthspan through long-term retirement financial planning.
Read MoreLearn how Cooke Wealth Management clients used the principles of Biblical Wealth Management to give back to their families and community while securing their savings and assets.
Read MoreAt CWM, we take a biblical approach to wealth management. But what exactly does the Bible say about planning your finances? Read on to discover actionable wealth management advice straight from scripture.
Read MorePicking a wealth manager is a major life decision. Learn how to make the right choice based on your financial goals, risk appetite, and values.
Read MoreIt’s the start of a new year and it’s usually around this time that we start to set some version of goals for the new year. So let me ask you have you stopped to ask yourself just what success looks like or what steps you’ll take to get there? What about financial success? What about success in retirement?
Read MoreAs last week’s wildfires affected most of us here in Orange County, we thought we would take a moment to touch on a few wildfire preparation and insurance tips for those of us who are faced with California fire season each year.
Read MoreMost often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
Read MoreWorried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
Read MoreIt’s never too soon to teach kids about money. A key part can be to demonstrate and verbalize values while living and teaching them how to handle money in an intentional, God honoring manner.
Discover a few simple lessons parents or even grandparents can do that can provide a solid foundation for a lifetime of financial decisions.
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