Our experts break down trending finance topics.
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...
The Truth About Wealth: It’s Not Just Money
by Sophie Howell | Dec 15, 2022 | Wealth Management
I recently came across a LinkedIn post that stopped me in my tracks. In just a few phrases, this...
Cook Wealth Gives Back: Serving the Ronald McDonald House of Chapel Hill
by Sophie Howell | Dec 12, 2022 | Covid-19
Here at Cook Wealth, we know life is about so much more than money or taxes. And we care about...
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...
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...
Big Tax Changes are Coming in 2023— Here’s What You Need to Know
by Zach Carver | Oct 28, 2022 | Taxes
It’s common for the IRS to make minor adjustments to tax laws, contribution amounts, and deduction...