What Are The Tax Implications Of Giving To Loved Ones Over The Holiday Season?

How can you maximize your generosity while protecting your assets from taxation? Consider the financial and relational aspects of giving, including taxation. Take a look at the tax implications of personal giving during the holidays.

Tax PlanningJuliette Cooke, CFP®, CKA®December 19, 2022Christian giving, Gift Tax, Tax implications, Holiday giving

Financial Planning & Healthcare: How To Ensure That You Have The Resources You'll Need

Planning for healthcare spending in retirement is an important step for individuals and families to be better prepared for the costs associated with healthcare. Let's take a look at how to plan for your healthcare in retirement.

Retirement, Financial PlanningJuliette Cooke, CFP®, CKA®December 2, 2022pre-retirement planning, post-retirement planning, healthcare financial planning

Tax Strategies For Estate Planning: Mitigating Your Tax Exposure

Estate planning is an essential part of successful family wealth management. Let's look at some common estate planning tax strategies and how they can mitigate your tax exposure and ensure that your assets are passed along in accordance with your wishes.

Financial Planning, Tax PlanningJuliette Cooke, CFP®, CKA®December 1, 2022Estate Planning Strategy, Estate and tax Planning, Tax Strategies for Estate Planning

2022 Midterms And The Market: What You Could Plan For

Will this year’s midterm elections affect market performance? Historically, stocks tend to trend downward around an election and then show signs of growth when the election is over. Will the trend hold? Let's take a look at 2022's midterms and the market.

InvestingJuliette Cooke, CFP®, CKA®November 8, 2022stock market, 2022 midterm elections, midterms and the market, 2022 midterms predictions

Developing A Financial Plan With God At The Center

Biblical wisdom can be helpful when managing money, building financial security, and developing a financial plan. Let us look at some biblical principles about money to help your financial planning centered with God. Read on!

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®October 19, 2022Christian Financial Planning, Principles of Christian Financial Planning, Christian Financial Planner, Financial Planner

Investment Management Goals: Realistic Targets CWM Can Help You Work Towards

What Is a Realistic Investment Goal, and how CWM can help you set and meet your investment targets? Read on!

Financial Planning, InvestingJuliette Cooke, CFP®, CKA®October 17, 2022investment goals, realistic investment goal, investment planning, investment strategy

5 Pillars of Christian Financial Planning

The five principles of Christian financial planning are necessary to help you become the best stewards of your finances. Read on to learn more!

Financial PlanningJuliette Cooke, CFP®, CKA®October 14, 2022Christian Financial Planning, principle of biblical stewardship, Christian wealth management, principles of Christian financial planning, Featured '24

Is the Inflation Reduction Act a Good Deal for Solar Investors?

Have you ever wondered if the Inflation Reduction Act boosts green energy consumption and returns big dividends to investors in alternative energy sources? Read on to find out!

Investing, Financial PlanningJuliette Cooke, CFP®, CKA®September 19, 2022Solar panel, Inflation Reduction act

Leveraging Your Financial Advisor to Lead your Estate Planning Strategy

What is estate planning, and why is it important to have an estate plan? This short guide will tell you why you should leverage your financial advisor to guide you in leading your estate planning strategy and what steps they can take to help you create and implement your plan.

Financial PlanningJuliette Cooke, CFP®, CKA®September 15, 2022Estate Planning Strategy, Financial advisor, Estatate Planning FAQs

401k And IRA Rollovers In A World Of Retirement And Job Transitions

If you are investing in a 401(k) and you change employers or retire, you may want to consider a rollover. So, what is a 401(k) rollover, and how to rollover your investment? Read on!

Financial Planning, RetirementJuliette Cooke, CFP®, CKA®September 13, 2022401K and IRA rollovers, IRA, 401K, Retirement

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