Will AI Change How You Manage Your Investments?

Discover the benefits of AI in finance, from data analysis to portfolio optimization. Understand the advantages and challenges of incorporating AI, and learn how to leverage augmented intelligence for better-informed decisions.

InvestingJuliette Cooke, CFP®, CKA®August 30, 2023AI in finance, benefits of AI in finance, I transforming investments

I Am Approaching Retirement. How Can I Take The Risk Off The Table?

Worried about financial risks as you approach retirement? Explore strategies to safeguard your retirement during the critical 'retirement risk zone.' Read on to learn more!

RetirementJuliette Cooke, CFP®, CKA®August 29, 2023interest rates, retirement planning, retirement risk zone, working after retirement, self-funding retirement, retirement savings, retirement investments, retirement goals

What Do The Rising Interest Rates Mean For My Personal Finances?

Curious about the financial impact of surging interest rates post-COVID? Learn how to navigate this landscape, leverage rising rates, and secure your financial future.

Financial PlanningJuliette Cooke, CFP®, CKA®August 17, 2023interest rates, personal finance, wealth management, borrowing costs, savings and investments

Interest Rate Hike 101: How Changes to the Fed Can Affect Your Investment Strategy

Interest rates have surged, but inflation persists while growth continues. Should your investment strategy shift? Explore the effects of recent Fed rate hikes on your wealth and portfolio in this article.

InvestingJuliette Cooke, CFP®, CKA®August 16, 2023Federal Reserve, inflation, investment strategy, interest rate hike

Beyond Stewardship: Exploring Key Christian Financial Concepts

Are you ready to manage your finances in a faithful and practical way? Discover the Christian principles that lead to financial fulfillment.

Financial PlanningJuliette Cooke, CFP®, CKA®June 16, 2023financial stewardship, financial management

Understanding the Many Benefits of Generosity

Can Generosity Save You Money? Learn about the spiritual significance of tithing and how it may offer a tax break. Read on!

Tax PlanningJuliette Cooke, CFP®, CKA®June 15, 2023tithing, charitable giving, tax deductions

How Much Is Enough Money To Retire? Exploring Biblical Contentment In The Context Of Your Retirement Plan

How much money is enough for a worry-free retirement? Explore biblical contentment, stewardship, and smart planning to maximize joy and peace in your golden years.

RetirementJuliette Cooke, CFP®, CKA®June 14, 2023retirement planning, biblical contentment

Financial Stewardship: Teaching Children To Steward Wealth With God At The Center

Looking for guidance on teaching your children about money and stewardship? Explore the biblical foundations and practical tips for raising financially responsible and spiritually grounded kids.

Financial PlanningJuliette Cooke, CFP®, CKA®May 30, 2023

What's The Difference Between 401(k) and 403(b)? A Closer Look

Wondering how to make an informed retirement decision? Uncover the key difference between 401k and 403b plans and choose wisely for your future.

RetirementJuliette Cooke, CFP®, CKA®May 29, 2023401(k) plans, 403(b) plans, retirement planning

I Inherited a Large Sum of Money - Now What?

Received a large inheritance? Inheriting a large sum of money can be overwhelming. Learn how to manage your newfound wealth and make it work for your financial future.

Financial PlanningJuliette Cooke, CFP®, CKA®April 13, 2023inheritance, inherited wealth, inherited wealth management, wealth management

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