Blog
Demystifying Money
Our experts break down trending finance topics.
Navigating Open Enrollment 2024: Making the Best Decisions
If you're navigating open enrollment, we're here to help. Whether you're a W2 employee,...
2024 Tax Changes: What’s Changing, What’s Ending, and How to Optimize Your Strategy
Big tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits,...
Future-Proofing Your Finances: How to Manage Your Financial Risk Before and During Retirement
In finance (and in everyday life) it's impossible to completely eliminate all risk factors. And...
Financial Advisors Vs. Automated Investing Tools: Are Robo-Advisors Worth It?
When it comes to managing your investment portfolio, traditionally, investors have had two...
How to Change Financial Advisors Without Jeopardizing Your Financial Plan
Maybe your current advisor has a different investment strategy than you're comfortable with. Maybe...
Why Setting Up an Estate Planning Trust May Be Easier—and More Beneficial—Than You Think
At Cook Wealth, our team of financial advisors and tax professionals have helped hundreds of...