Articles

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.

Understand the differences between the two strategies before you take action.

If you want to have a successful financial plan, you need a budget. But it doesn't have to be as complicated as you may think.

There is ambiguity in future legislation surrounding retirement savings, taxes, student loans, and COVID-19 support. The Biden proposals could alter the retirement plan landscape, which some anticipate to be a potential heavier regulatory hand in order to promote better workplaces and employment opportunities for all. There is anticipation within the first 100 days of the Biden administration to mandate employers to provide auto-enrollment plans so that almost all workers will have access to an 'automatic 401(k),' and we may see additional incentives for adopting these plans. For small- and mid- sized businesses there is an attractive option that is new this year to consider with several key benefits: a PEP.

It’s time for new resolutions and goals - here are four simple steps to get your financial ducks in a row. Bob Powell from The Retirement Daily, 'The Street', a financial news and financial literacy website, interviews adviser Haley Tolitsky about how to kick-off the new year strong when planning your finances in this edition of the NextGen Money topic.

Watch adviser Haley Tolitsky outline the details of the homebuying process on 'The Street', a financial news and financial literacy website. Bob Powell from The Retirement Daily interviews her about her new homebuying purchase for this edition of the NextGen Money topic.

Most likely your financial situation and goals have shifted slightly over the past year. Reviewing and updating (or creating) your financial plan may seem cumbersome, but it's crucial for establishing a successful financial future. Financial Planner Haley Tolitsky outlines steps to take to tidy up your finances and prioritize for the upcoming year on 'The Street', a financial news and financial literacy website.

Financial Planner Haley Tolitsky has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.

Young professionals face a variety of financial challenges, such as paying off debt, saving for the future, navigating workplace benefits, and starting a family. It can seem overwhelming to understand what you should be doing now for a successful future. Given recent uncertainty surrounding COVID-19 and market volatility, now is a great time to review your finances and make an actionable plan.

We are excited to support our dental community as a hole sponsor in the 2020 Golf Challenge by the North Carolina Dental Society Foundation being held in Pinehurst, NC on August 13th - 14th. Updated August 2020: The NCDS raised more than 40 thousand dollars for the NC Dental Society Foundation through this year's Golf Challenge. Proceeds help fund the NC Missions of Mercy (MOM) program and its dental clinics.

An improved type of retirement plan solution has been announced. The Pooled Employer Plan (PEP) is a single plan that bundles together unrelated employers from unrelated industries. As a member of a PEP, the employer does not take on additional risk associated with other employers in the plan. By facilitating access to high-quality retirement plans at a reasonable cost, PEPs are expected to give small businesses an additional incentive to provide retirement benefits to their employees.

There is no question that the coronavirus pandemic will be remembered as a challenging and devastating time in history for all, however; we can take this time at home to focus on what we have accomplished so far and what we would like to continue to improve on for the future.

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.