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A fee-only financial advisor can help you steer clear of some of the conflicts of interest integral to a commission-driven model. Learn what are the benefits of fee-only advisory services and the potential risks of commission-based advisory services.
Read MoreTravel after retirement is a way to strengthen the bond, celebrate, and connect and be active. Learn how CWM can help plan for your long and active retirement that includes travel, ministry, and other life goals.
Read MoreWho are Certified Kingdom Advisors? Why is it important that CWM advisors are CKA accredited? Learn what it means to be a CKA advisor and why this matters to Christian financial planning clients.
Read MoreEliminating debt is a key step to ensuring healthy finances and comfortable living during retirement. Learn CWM’s top strategies to minimize debt, both by avoiding new commitments and eliminating existing debt.
Read MoreSocially responsible investing is a progressive way of using your money. It allows you to align personal values with investment objectives by investing in companies with strong social and corporate governance conduct. Learn why Cooke Wealth Management is the right company for you.
Read MoreLearn how Cooke Wealth Management helps clients plan for a wide range of retirement expenses, from healthcare and travel to taxes and lifestyle costs.
Read MoreRetiring 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 MoreWhen it comes to retirement, there are several pieces to the puzzle (longevity, expenses, income, savings, inflation, market returns and more). We know it can be overwhelming, so before we go there let’s focus on some of things you can control and some of the steps you might take as you prepare for your future retirement…
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