 919.784.9100     Login
  • Services
  • Your Team
  • Podcast
  • Find An Advisor
Don’t Sweat Inflation. Use This Multi-Lever Approach to Retirement Financial Planning

Don’t Sweat Inflation. Use This Multi-Lever Approach to Retirement Financial Planning

by Derek Williams | Mar 9, 2023 | Retirement, Goal Setting

Retirement planning can feel like a daunting task— even when the stock market is steady. But with inflation running rampant, major companies across the country laying off thousands of workers every month, and the Federal Reserve raising interest rates every time you...
How Tax-Efficient Investing Maximizes Your ROI

How Tax-Efficient Investing Maximizes Your ROI

by Derek Williams | Feb 20, 2023 | Taxes, Investing

Tax-efficient investing refers to the careful strategies and techniques investors can use to minimize their tax liability on the investments they make. If you’re familiar with tax-free accounts such as Roth IRAs and HSAs, and tax-deferred accounts such as...
How to Maximize Your Savings When Interest Rates Rise

How to Maximize Your Savings When Interest Rates Rise

by Derek Williams | Nov 29, 2022 | Wealth Management

Rising interest rates are at the center of practically every economic discussion right now. In an effort to fight off high inflation, the Federal Reserve has raised interest rates several times— often by a full 75 basis points. That target federal funds rate,...
Ask a Real Estate Investment Advisor: Real Estate Tax Advice for Current Investors

Ask a Real Estate Investment Advisor: Real Estate Tax Advice for Current Investors

by Derek Williams | Nov 14, 2022 | Taxes, Investing

Recently, our own Derek Williams, CFP® sat down to answer the four biggest real estate investing questions we hear from clients and the public about purchasing investment properties. That article for beginner real estate investors addressed the top factors and...
Ask a Real Estate Investment Advisor: How to Start Investing in Real Estate

Ask a Real Estate Investment Advisor: How to Start Investing in Real Estate

by Derek Williams | Oct 7, 2022 | Investing

Here at Cook Wealth, our joint Wealth and Tax Advisor team gets a lot of questions about real estate investing. Especially in times like this, when stock market returns are less than favorable, clients wonder if real estate is a wise investment, how to start investing...
« Older Entries

Recent Posts

  • Wealth Manager vs. Financial Advisor: Which Should You Work With?
  • How to Calculate Your Retirement Readiness Savings Goal
  • Understanding Financial Advisor Fees: Assets Under Management (AUM) vs. Flat-Fee Structure
  • Want to Travel After Retirement? How to Fit Retirement Travel Into Your Financial Plan.
  • 3 Succession Planning Steps Business Owners Should Take Now

Categories

  • Covid-19
  • Entrepreneurship
  • Estate Planning
  • Goal Setting
  • Investing
  • Investor Behavior
  • Portfolio
  • Retirement
  • Taxes
  • Wealth Management

Cook Wealth is a Raleigh wealth management firm offering financial advising, tax advising, and investment management services for professionals, business owners, and retirees across the nation. Enjoy in-person or virtual advising to fit your lifestyle.

919.784.9100

4101 Lake Boone Trail, Suite 200
Raleigh, NC 27607

Find An Advisor

About

Services

Your Team

How Do You Charge?

Do I Need a Wealth Advisor?

Careers

Resources

Schwab Alliance

Blog

Subscribe To Our Podcast

Form CRS

Cook Wealth Management Group LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

We recommend that our clients use Charles Schwab & Co., Inc. (Schwab), a registered broker dealer, member SIPC, as their qualified custodian. Cook Wealth is independently owned and operated and is not affiliated with Schwab.

Copyright © Cook Wealth Management Group LLC | All rights reserved | Privacy Policy