by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth Management
Big tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits, to changing tax credits—including new rules around Electric Vehicle (EV) and solar benefits—here are some of the most notable changes that may impact your tax bill next...
by Mike Holloway | Nov 27, 2023 | Portfolio, Estate Planning, Wealth Management
At Cook Wealth, our team of financial advisors and tax professionals have helped hundreds of clients establish trusts as part of their estate planning process. One of the most common misconceptions we encounter—and a belief I think stops many more individuals from...
by Kim Clark | Oct 30, 2023 | Wealth Management, Estate Planning, Investing, Portfolio, Retirement
Whether you’re looking for a financial advisor for the first time, or it’s time to change financial professionals, finding the right fit for your family can feel overwhelming. A quick internet search will reveal hundreds of financial advisors in your city alone, and...
by Jason Deshayes | Aug 2, 2023 | Estate Planning
As a successful business owner, you have a never-ending list of decisions to make. Unfortunately, one of the most impactful business decisions you’ll ever make is often one of the last ones business owners tend to consider: How you’ll retire from ownership and protect...
by Dave McDougall | Aug 1, 2023 | Estate Planning
At first glance, estate planning can seem like a long, complex, drawn-out process full of daunting decisions. And when you’re happy, healthy, and looking forward to the years to come, your end-of-life plan is probably the last thing you want to talk about with your...
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...
