What Are Financial Values And How To Align Them With Your Personal Goals

Financial values guide your money decisions and reflect your personal beliefs. Learn how to identify your core financial values and align them with your financial goals for a more intentional and fulfilling financial journey.

Financial PlanningJuliette Cooke, CFP®, CKA®September 24, 2024financial values, financial goals, financial planning, money management

Preparing To Sell Your Business: Pre- and After-sale Strategies To Discuss With Your Financial Advisor

Preparing to sell your business? Learn how to engage a team of experts, optimize your business value, and set clear sale goals for a successful transition.

Financial PlanningJuliette Cooke, CFP®, CKA®September 23, 2024preparing to sell your business, business sale strategies, financial planning

Evaluating Your Portfolio: How Often You Should Meet With Your Financial Advisor

Wondering how often you should meet with your financial advisor? Discover the key factors that influence meeting frequency and keep your portfolio on track for financial success.

Financial PlanningJuliette Cooke, CFP®, CKA®September 20, 2024portfolio review frequency, financial advisor meetings, investment strategy, financial planning, portfolio management

Why Should You Get Life Insurance At A Young Age?

Thinking about your financial future? Find out why getting life insurance at a young age is a smart move for locking in low rates and protecting your dependents.

Financial PlanningJuliette Cooke, CFP®, CKA®September 19, 2024life insurance, why get life insurance at a young age, financial security

6 Strategies To Keep You From Outliving Your Money

Don’t risk outliving your money. Discover how to create a comprehensive retirement plan, manage expenses, and seek professional advice to ensure a stable and prosperous retirement.

Financial PlanningJuliette Cooke, CFP®, CKA®August 7, 2024retirement planning, outliving your money, financial stability, diversify investments

Lack Of Diversification: 5 Reasons To Diversify With International Investments

Discover how international investment diversification can reduce risk and boost returns, addressing the lack of diversification in your portfolio.

InvestingJuliette Cooke, CFP®, CKA®August 6, 2024investment diversification, lack of diversification, international investments, risk management, portfolio strategy, investment growth

How To Talk To Aging Parents About Their Future

Learn how to talk to aging parents about their future with empathy and clarity. Discover key topics to discuss, including healthcare preferences and financial planning.

Financial PlanningJuliette Cooke, CFP®, CKA®August 5, 2024aging parents, future planning, financial planning, end-of-life care, retirement savings

Financial Literacy For Kids: When Should They Start Learning?

Want to raise financially savvy kids? Discover how starting early with financial literacy for kids shapes lifelong money habits and empowers them to make informed financial decisions.

Financial PlanningJuliette Cooke, CFP®, CKA®August 2, 2024financial literacy for kids, early financial education, money management for children

Comparing Investment Types: Dividend Vs. Growth Investing Vs. Total Return Investing

Discover the best investment strategy for your financial goals. Learn the differences in dividend vs growth investing and the balanced approach of total return investing.

InvestingJuliette Cooke, CFP®, CKA®August 1, 2024dividend investing, growth investing, total return investing, investment strategies, financial goals, dividend vs growth investing

How To Protect Your 401k From A Stock Market Crash

Worried about a 401k market crash? Discover strategies to safeguard your retirement savings from stock market volatility with effective diversification and asset allocation tips.

Investing, RetirementJuliette Cooke, CFP®, CKA®June 26, 2024401k market crash, retirement savings, investment protection, financial planning, market volatility

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