Goal-Based Financial Planning: Aligning Your 2025 Financial Goals With God's Plan

Feeling anxious about your financial future? Embrace goal-based financial planning and discover strategies for aligning your wealth with God's plan.

Financial PlanningJuliette Cooke, CFP®, CKA®March 1, 2024inflation, goal-based financial planning, christian financial advice, biblical stewardship, spiritual wealth, smart goals

How Does CPI Affect The Stock Market: Assessing The Impact On Your Investment Strategy Goals

Avoid the pitfalls of uninformed investing! Uncover how CPI impacts stock market movements and make smarter investment choices.

InvestingJuliette Cooke, CFP®, CKA®January 29, 2024consumer price index, inflation, stock market, investment strategies, interest rates

Trying To Time The Market And Why It Doesn’t Always Work

Protect your investments from the volatility of market timing. Discover how a long-term perspective can offer more security and growth potential than the elusive success of timing the market.

InvestingJuliette Cooke, CFP®, CKA®January 26, 2024inflation, market timing, investment strategy, financial risks, long-term investing, emotional biases

How Can You Minimize The Risk From Your Investments Coming Into a New Year?

Get ahead in 2024 by mastering investment risk management. Learn about year-end market dynamics, the impact of seasonal trends, and how to tailor your portfolio for the new year.

InvestingJuliette Cooke, CFP®, CKA®January 25, 2024portfolio risk management, investment diversification, asset allocation, financial goal setting, reduce financial risk

Stock Market During War And How It Can Impact Your Portfolio

Are you prepared for the stock market's unexpected turns during times of war? Discover how to navigate and prosper in the stock market amidst conflicts, empowering your investment choices

InvestingJuliette Cooke, CFP®, CKA®January 8, 2024stock market during war, stock market trends, war and economy, investment strategies, market resilience, global conflicts impact

Supporting A Cause: 5 Things to Evaluate When Choosing Humanitarian Donations

Are your charitable efforts reaching their full potential? Find out how to enhance the effectiveness of your donations and avoid the common mistakes many donors make.

Financial PlanningJuliette Cooke, CFP®, CKA®January 5, 2024supporting a cause, strategic philanthropy, ethical giving, humanitarian support, impactful donations

Exploring Your Options: HSA Investment Account And How It Compares To Other Retirement Accounts

Are you fully utilizing your retirement savings options? Find out how HSA investment accounts offer unique tax and growth advantages that could be the key to enhancing your financial future.

RetirementJuliette Cooke, CFP®, CKA®January 4, 2024hsa investment accounts, retirement planning, tax-free savings, healthcare in retirement, financial security

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.

Financial PlanningJuliette Cooke, CFP®, CKA®November 13, 2023emergency fund planning, insurance coverage for families, childcare costs, parental leave, investment for child's future

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!

Financial PlanningJuliette Cooke, CFP®, CKA®November 13, 2023financial questions, financial advisory, investment strategy, wealth management, choosing a financial advisor

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.

Financial PlanningJuliette Cooke, CFP®, CKA®November 10, 2023holiday budgeting, financial planning, christmas spending, saving strategies

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