Wealth Management Adjustments To Consider When Expecting A Newborn

Ready to welcome a new bundle of joy? Discover expert tips on budgeting for a baby, enhancing emergency funds, and adjusting your wealth management strategy to ensure financial security for your growing family.

Top 7 Financial Questions To Ask When Considering A New Financial Advisor

Looking for a new financial advisor? Discover the top financial questions that will help you identify a trustworthy partner in wealth management. Get the insights you need for a secure financial future!

Year-End Budgeting and How you can Position Yourself Leading Into the Holiday Season

Holiday spending can be merry and bright with the right annual budgeting plan! Learn how to allocate funds for gifts, festivities, and charity without compromising your 2024 financial goals.

I Want To Leave My Assets And Business To My Children And Grandchildren. What Are My Options For Legacy Planning?

Inheriting wealth isn't just about the assets—it's about smart planning. Read on for insights into estate taxes, succession challenges, and tips on preserving your family's financial future.

Securing Your Child's Future: Navigating Economic Uncertainty and Crafting a Comprehensive 2023 College Funding Plan

Uncover the realities of rising college costs and discover actionable strategies for planning your child's education. Dive deep into financial aid, scholarships, and investment approaches to secure their future.

U.S. Economic History And How A Democrat Or A Republican Will Affect Your Portfolio

Dive into an in-depth exploration of US economic history, understand its influence on personal finance, and discover how presidential policies can shape your financial future.

InvestingJuliette Cooke, CFP®, CKA®October 20, 2023us elections, stock market, economic policy, investing

With Pending Volatility Looming With Elections, How To Best Position Your Portfolio

The 2024 election is around the corner, and with it comes market uncertainties. Delve into the nuances of portfolio volatility during election seasons, and arm yourself with strategies for a resilient investment approach.

Your Forgotten 401(k): The Smart Move of Rolling Over to an IRA

Discover the hidden treasures in your forgotten 401(k)! Explore the smart move of rolling it over to an IRA. Learn the benefits, considerations, and how-tos.

Financial PlanningJuliette Cooke, CFP®, CKA®September 20, 2023retirement planning, 401(k) rollover, IRA

Wealth Transfer And How To Position Your Portfolio When You Inherit Assets

Wealth transfer is the process of passing financial resources from one individual or generation to another. Learn about the wealth transfer process, challenges, and management in in alignment with personal values and faith.

Investing In Bonds And Municipal Bonds: Why Now Is A Good Time To Evaluate Taking Risk Off The Table

Bonds are loans made to a government or corporation in exchange for regular interest payments; municipal bonds fund local projects. Explore the benefits of investing in bonds and why now may be a good time to invest in them.

InvestingJuliette Cooke, CFP®, CKA®September 18, 2023municipal bonds, bonds, municipal bonds benefits

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