Go-Go, Slow-Go, Then No-Go: How CWM Empowered This Active Senior Couple To Travel And Responsibly Plan Their Retirement

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.

Certified Kingdom Advisers: Why CKA-Certified Wealth Managers Like Cooke Can Help You Align Your Finances With Your Values

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.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®July 13, 2021

Top Debt Avoidance Strategies to Reduce Your Financial Commitments Before Retiring

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.

Investing with a Conscience

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.

Running the Numbers: How We Help Cooke Clients Plan for Their Top 5 Retirement Expenses

Learn how Cooke Wealth Management helps clients plan for a wide range of retirement expenses, from healthcare and travel to taxes and lifestyle costs.

Retiring Early: How Cooke Can Help You Plan Out An Active Future

Retiring 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.

Increased “healthspans”: How We Help Cooke Clients Plan For Longer, More Active Lives

Growing "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.

How Biblical Wealth Management Helped Our Orange County Clients Give Back To Family And The Community

Learn 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.

What the Bible Says About Wealth Management: Steps We Recommend Every Client Considers

At CWM, we take a biblical approach to wealth management. But what exactly does the Bible say about planning your finances? Read on to discover actionable wealth management advice straight from scripture.

How to Choose a Wealth Manager That’s Right for You: 4 Key Signs

Picking a wealth manager is a major life decision. Learn how to make the right choice based on your financial goals, risk appetite, and values.

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