Articles

Our expert discusses how reflecting on your long-term goals can help you make meaningful financial decisions that align with your values and priorities.

On December 29, 2022 President Biden signed the SECURE 2.0 Act into law to encourage more workers to save for retirement. With over 90 retirement-related provisions, the legislation has a lot to it. With so many different topics covered, it can be difficult to determine which provisions are most applicable to you. This article will help summarize some of the most prevalent changes that may apply to your financial plan, and if not now, surely in the future.

Cutting back on expenses isn't the only answer to saving money and reaching financial goals. We promise.

Feeling uncertain about the state of the economy? Here are 4 tips to stay ahead on your finances.

When it comes to our finances, we often get mixed up in the excitement of what is new and shiny thanks to everchanging technology providing us with constant information and recommendations. Like anything in life, in order to get to where you want to go, you have to first have a plan, in this case, a financial and life plan. Here’s how to prepare for your dream future.

Haley Tolitsky, will be speaking at the North Carolina Dental Society’s 2022 Women’s Summit at The Umstead Hotel and Spa on August 26, 2022. During her presentation, Tolitsky will examine how an once male-dominated field is now rapidly changing allowing more women to realize financial empowerment. She will also discuss finding the balance between work, family life, and personal time and finding the financial confidence to become more financially savvy than their male counterparts.

Cooke Capital, Inc. is pleased to announce that CERTIFIED FINANCIAL PLANNERS™, Charles Cooke and Haley Tolitsky, have earned their Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). CPFA® demonstrates knowledge, expertise, and commitment to working with retirement plans.

In uncertain economic environments, as we have seen this year, it is important to focus on what you can control – your savings rate, practice and priorities. Here are four action items to consider in today’s rising interest rates.

Your garage isn't the only thing that needs spring cleaning... Spring is the perfect time to check in on your finances and make sure you're on track to achieve your goals.

If you're expecting a refund, making a plan for it can help you and help others.

Talking about money with your partner can be awkward, but it's necessary. Taking the next step with your partner is an exciting time, but don’t do so without talking about money first! Money is an uncomfortable topic for many people, but it is essential for any long-term relationship.

Inflation dominated news headlines last year, as we saw the 2021 rate surge to 7%, and has carried over as a commanding topic into 2022. So, what does this mean for your financial picture and should you be concerned?

It's never too soon to get your estate plan in order. Here are some tips to keep in mind.

Do I need life insurance? If you have anyone in your life that relies on you financially, you most likely need life insurance. Adviser Haley Tolitsky answers your questions about how much, applying for coverage, and more.

Demands of practice management, taking care of family and making time for self-care can be hard to manage. Women tend to want to “do it all,” but hiring other professionals, both in and out of your practice, makes your life easier and allows you to focus on your profession and personal life. Taking the time to financially prepare and establish those relationships now will only ensure a stronger, less stressful financial future.

What is your biggest financial lesson? Three Certified Financial Planner™ professionals and Financial Planning Association NexGen leaders share their biggest financial lessons learned over the years.

One of the biggest financial regrets of retired individuals is having waited too long to start saving. As soon as you become eligible, take the time to understand your retirement plan options and get signed up! Adviser Haley Tolitsky provides this guide to get you started.

There is an abundance of new acronyms and words these days in the financial world and stock market. It can be overwhelming and challenging to keep up with these unfamiliar terms and to determine what the future of finance will look like. How does this trendy terminology relate to your investments, financial plan and the dental industry? Stay tuned.

With a little extra work, you can potentially save a lot of money when it comes to your future trips. Adviser Haley Tolitsky, guest contributor for "The Street," shares her top tips for financially sound travel planning.

There are a lot of “rules” out there when it comes to personal finance. Be sure to fact check your sources and keep your personal situation in-mind.