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.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®December 9, 2021401K, Roth IRA, should you convert a 401k to roth ira

Should You Have A Traditional IRA Or An Individual Retirement Annuity?

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.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®December 7, 2021individual retirement annuity, retirement plan, traditional IRA vs IRA, annuities

End of Year Tax Planning: How to Strategize and Save

Proper tax planning helps you achieve your financial goals and plan for your upcoming needs. Read on and learn how to strategize and save to trim your taxes in 2022.

Financial PlanningJuliette Cooke, CFP®, CKA®November 9, 2021tax planning, end of year ta planning, income tax

Should I Invest in Ethereum? Why Conventional Christian Wealth Management Strategies May Deliver Better Long-Term Results Than High-Risk Investments

Cryptocurrencies have a potential future. Read on and learn whether or not Ethereum is the right investment for you.

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®November 4, 2021ethereum, cryptocurrency, Christian wealth management strategies

Community College Funding: How to Leverage your Wealth to Fund your Children’s Future

Education is expensive. That’s why educational planning has become very important. Learn a simple, but highly effective way to reduce college expenses.

Financial Planning, College FundingJuliette Cooke, CFP®, CKA®November 2, 2021college funding plan, community college funding, community college strategy, community college

Roth IRA and Traditional IRAs: Things You Need to Know

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.

Retirement, Financial PlanningJuliette Cooke, CFP®, CKA®October 7, 2021Roth IRA, IRA, traditional IRA, Roth IRA vs Traditional IRA, benefits of traditional IRA, benefits of Roth IRA

How Fee-only Advisory Services Help Cooke Keep Your Financial Interests At Heart

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.

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®October 5, 2021Advisory services, free-only advisory services, free-based advisory services

Deciding on the Right College Funding Plan For Your Kids

Funding the cost of college tuition and related expenses for children is a common source of concern for parents. Learn how Cooke Wealth Management helps you have a clear understanding of how to fund college plans and the options available to your family.

College FundingJuliette Cooke, CFP®, CKA®September 30, 2021college funding plan, college loans, 529 plan

The Debt Snowball: The Proven Way to Pay Off Debt Forever

A debt-free lifestyle will improve your finances in the long run and make your life better. Learn a proven way on how to pay off and eliminate debt forever.

Financial PlanningJuliette Cooke, CFP®, CKA®August 12, 2021financial planning, debt snowball, minimizing and eliminating debt

What is Biblical Stewardship? Putting a Core CWM Value Into Financial Planning Action

All the resources we have belongs to God, and it is our ultimate responsibility to manage them in a way that brings honor and glory to Himself. Learn the principle of stewardship and how Cooke Wealth Management can help you put it into action for your financial plan.

Financial PlanningJuliette Cooke, CFP®, CKA®August 9, 2021biblical stewardship, putting stewardship into action, financial planning

Industry Insights

Blog content

Create a plan for your financial future.