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How to Calculate Your Retirement Readiness Savings Goal

How to Calculate Your Retirement Readiness Savings Goal

by Mike Holloway | Oct 3, 2023 | Retirement

Whether you’re a young professional just beginning to plan for retirement, or you’re quickly nearing retirement age, it can be overwhelming to calculate how much to save. Retirement, like most seasons of life, comes with a lot more unknowns than...
Want to Travel After Retirement? How to Fit Retirement Travel Into Your Financial Plan.

Want to Travel After Retirement? How to Fit Retirement Travel Into Your Financial Plan.

by Mike Holloway | Aug 30, 2023 | Retirement

When we talk to our clients about retirement planning, one of the most common bucket list items that comes up time and time again is travel. Many of the clients we work with see foreign travel, and even local sight-seeing trips across the US, as a meaningful way to...
Ask a Real Estate Investment Advisor: What Real Estate Tax Benefits Might I Be Overlooking?

Ask a Real Estate Investment Advisor: What Real Estate Tax Benefits Might I Be Overlooking?

by Mike Holloway | Jun 27, 2023 | Investing, Taxes

This article is part three of our ongoing series, Ask a Real Estate Advisor. Check out Real Estate Tax Advice for Current Investors and How to Start Investing in Real Estate to learn more! There’s more to owning real estate than flipping homes or collecting rent. The...
6 Estate Planning Questions You Should Be Asking Now

6 Estate Planning Questions You Should Be Asking Now

by Mike Holloway | Apr 16, 2023 | Estate Planning

What comes to mind when you think about the kinds of people who should be estate planning? Let us guess… The ultra-wealthy? The ones who have millions and millions of dollars in trusts, real estate, and investments? What if we were to tell you that any family can...
Your 2023 Guide to Employer Stock Plans (and their tax implications!)

Your 2023 Guide to Employer Stock Plans (and their tax implications!)

by Mike Holloway | Jan 4, 2023 | Taxes

One of the questions we hear frequently from new clients is, what do I do with all this employer stock?  It’s a valid question. Employer stock plans come with complicated tax implications, earnings structures, and lots of extra rules. Below, I’ll explain the two main...
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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

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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.

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Raleigh, NC 27607

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