Articles

How the SECURE Act of 2019 can augment retirement planning for small businesses and help mend the gap of the retirement crisis.

We are pleased to be a co-sponsor of the 2020 Cape Fear Dental Study Club. The purpose of this club is to collaborate with local dentists on difficult cases to create ideal treatment plans for patients.

Cooke Capital is honored to help sponsor the NCDSF MOM Clinic for the Piedmont Triad. Due to the COVID-19 risk, the clinic has been rescheduled to a new date: March 19th-20th in 2021.

News headlines have been spreading fear that Americans are not doing enough today to reach their retirement goals. Dentists and their employees should be aware of this crisis in order to face the issues surrounding it, as well as to determine a resolution to avoid it.

Cooke Capital was proud to participate in the dental symposium, "Planning for Success: The Business of Dentistry," on September 27, 2019. This event was hosted by Adam Shay, CPA, PLLC and was held in Wilmington, NC.

Establishing a student loan repayment solution can help you navigate through the convoluted maze of how to reduce your student loan balance so you are able to focus on your other important personal, professional, and financial goals.

We are pleased to announce that financial planner Haley Tolitsky has been accepted into Leadership Wilmington's class of 2020.

Cooke Capital is honored to volunteer and help sponsor the NCDSF MOM Clinic for Eastern NC on Friday, August 23, 2019.

We are proud to announce that financial planner, Haley Tolitsky, has passed the CFP® certification examination.

We were proud to support our dental community as a hole sponsor in the 2019 Golf Challenge by the North Carolina Dental Society Foundation.

We were proud to support local charities in Wayne County as a hole sponsor in the 2019 Andy's Foundation Golf Classic.

We are honored to be a Silver Level Sponsor of the 2019 NCDS 163rd Annual Session.

We were proud to help sponsor a hole and celebrate 70 years with Seegars Fence, as it held its annual golf tournament and Friday Night Casino Affairs.

High-wage earners, such as dentists, often face a conundrum: they need to save more to enjoy a quality of life in retirement that is comparable to the one they enjoy now; however, some retirement accounts, such as Roth IRAs, have earnings limits that exclude these professionals from participating.

If you’re behind on saving for retirement, good news. The IRS recently announced 2019 contribution limit increases for a range of retirement accounts.

Dentistry may be a male-dominated field, but the times are rapidly changing. More women than ever are dentists, with even more in dental school.

We were proud to support our dental community as a hole sponsor in the 2018 Golf Challenge by the North Carolina Dental Society Foundation.

Medicare’s open enrollment begins this month, and if you are already receiving Medicare, now is an ideal time to review your coverage.

With summer’s arrival, you may be dreaming of retirement so that you can enjoy the R&R of the season all year long. As a practice owner, you have a unique retirement planning strategy often favored by high-earning entrepreneurs: the cash balance plan.