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Demystifying Money
Our experts break down trending finance topics.
This Recession Might Be Your Golden Opportunity. Here’s Why
The beginning of 2022 looked promising. Stocks were up, portfolios looked great, the housing...
3 Reasons Your CPA Ghosted You— And Why Our Tax Advisors Won’t
When you have a tax question, it's frustrating to play hide-and-seek with your CPA. Especially...
Your 7 Biggest 401(k) Questions, Answered!
Contributing to your 401(k) account is one of the most effective ways you can save for your future...
One Wealth Advisor’s Best Advice for Weathering the Market Downturn
There are few emotions more uncomfortable than the feeling of losing control. And that’s exactly...
Cook Wealth’s Client-First Approach to Financial Advising
When you’re looking for a financial advisor, service may not be the first factor you consider. You...
Why You Need a CPA Before Your Business is Booming
So many entrepreneurs wait until their business is up and running before they engage a CPA,...