Key Factors for today's retirees in the age of Covid-19

Coronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.

Retirement, InvestingJohn T. Cooke CFP®, CKA®September 18, 2020Coronavirus / COVID-19

New normal, how are you doing?

The stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…

Uncertainty? 3 moves forward for the second half of 2020

As we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.

4 Principles of Financial Success

Financial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.

Keeping Cool: Investment Strategy vs. Reaction

COVID-19 has certainly rattled the markets and investors, but it’s still early to know just how 2020 will turn out. It can be tough to keep cool when you see the market dropping or to control your exuberance when you see it shooting upward. So as the you go into the second half of year keep in mind…

InvestingJuliette Cooke, CFP®, CKA®June 16, 2020Newsletter

3 ways of managing investment risk

When it comes to your investments, risk or the uncertainty of returns is the price that all investors pay for the potential of receiving higher returns…

COVID-19, Economic Crash, a Bear Market – OH MY!

Can you find financial confidence among all this confusion? Our role as financial advisors is to guide our clients to financial stability and retirement security. None of us can control the virus, economy or the markets, but you can be confident and find a sense of contentment if you apply Biblical Principles relating to your finances.