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!
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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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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Retirement planning is an essential part of your financial wellness. Check out the two options which might be a better fit for your post-retirement needs and how Cooke Wealth Management can help you achieve your retirement goals.
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Financial planning before retirement is essential as it helps to lead a peaceful and stress-free life. And choosing the right option is a must. Learn how Cooke Wealth Management can help you decide what kind of IRA is the best fit for you and your retirement needs.
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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.
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Travel 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.
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Who 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.
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Eliminating 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.
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Socially 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.
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