It’s not about the size of your home, or how fancy your car is, or even the vacations or the clothes you wear. There is no one size fits all.

You Could Be Your Own Worst Investment Enemy

When the markets bounce around, investing requires discipline and patience to overcome normal emotional tendencies.

InvestingJuliette Cooke, CFP®, CKA®July 31, 2019

Balancing your values, priorities and goals - a process for Making Wise Financial Decisions

There are no independent financial decisions. If you spend money on a vacation it is no longer available to fund your retirement.

Your Pie – Understanding & controlling each slice of the pie

If you think of your income as a pie with each of the five uses of money (Live, Give, Grow, Owe- taxes, Owe- Debt) as a slice of that pie, you can begin to understand the interconnectivity your spending decisions have.

Planning to Retire - Flexibility just might be your key to success

How much is enough when it comes to retirement?

The Power of Non-Cash Giving

By donating appreciated non-cash assets before the sale, you can significantly multiply your total giving.

Investing, Financial PlanningCooke Wealth MgmtApril 22, 2019

Saving enough, or saving too much?

You may be asking yourself, “am I saving enough?” Or in some cases, “am I saving too much?”

In your 50s – 5 key financial moves

You’re in your 50’s hitting your stride in your career and earning potential.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®March 18, 2019

Better Than Average Investors

You can be better than the average investor with some help, discipline and patience.

InvestingJuliette Cooke, CFP®, CKA®March 11, 2019

The Meaning of Retirement

As a Christian, what questions should we be asking about retirement? There’s the financial side, but have you ever stopped to think what retirement actually means to you, what will you do retirement. Retirement means different things to different people.

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