With the rising cost of healthcare, how are you planning for medical expenses in retirement? Here's the effective healthcare financial planning to ensure financial stability in your later years without depending on others.
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Are you on track to meeting your financial goals? Here’s how you can stay on track for a successful retirement in these uncertain times. Read on!
Are looking for a financial advisor in Orange Country? Read on and learn what do you need to know to find the right advisor to talk with you about your financial goals.
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If you're looking to protect your retirement and build wealth, it's time to set and exceed next year's investment goals. Check out the three buckets you need to focus on and how Cooke Wealth Management can help you make prudent financial plans in 2022.
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Another wave of COVID news roiled world markets in mid-December and the Omicron has just driving the markets volatility. Check out why putting your money into diversified, low-risk assets can be a smart retirement move. Read on!
As the year comes to end, it’s important to start planning your 2022 taxes. Read on and learn how you can protect your income from tax restructuring in 2022 and save more.
Giving promotes happiness and strengthens empathy. But smart giving is even better, especially when it comes to your finances. How can you make the most of your family's charitable contributions this holiday season? Read on!
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Christmas time is a season of giving. Here are some smart ways to give meaningful gifts to your children this Christmas season.
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Higher education is expensive. But there are excellent ways you can plan ahead of your child’s future. Read on and learn what is 529 student loan and how it can be used to fuel money for higher education.
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Are you considering leaving a job where you have a 401(k) plan? Do you have an old 401(k) account from a previous employer? Read on as we dive deep into a popular rollover strategy — converting a 401(k) to a Roth IRA.
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