Cook Wealth

"Is it more impactful for them to get a big lump sum after they've already gotten through those hurdles on their own" Michael Holloway, CFP? and Sophie Howell ask some big questions on the third video in our Sandwich Money series. This podcast addresses considerations for aging parents and their children. How can I bring up the estate conversation with my parents? How do you set up a will without stress? Taking family trips vs a lump sum inheritance? and more! https://lnkd.in/ezbC_bnF

We are thrilled to announce that Cook Wealth has been recognized as one of the best places to work in the Triangle by Triangle Business Journal! Why does this matter to you? It’s simple. Our commitment to creating a fulfilling and supportive work environment directly benefits you. Happy and engaged team members mean exceptional service for you, providing financial peace of mind and empowering you to live confidently. At Cook Wealth, we’re not just about managing your money; we’re about optimizing your entire financial life with our integrated tax and financial planning. While personal finance can be complex, we make it simple, turning challenges into opportunities. Money is more than just numbers—it's a reflection of your life and it's a tool to achieve your goals. Our greatest reward comes from understanding your story, earning your trust, and planning your finances to help you reach those goals. We’re dedicated to being here for you and your loved ones, not just today but for generations to come. By fostering a great workplace, we ensure that we attract and retain the best talent, so you always have a dependable, expert team by your side. Thank you for your continued trust and support. Here’s to a future where you can live life empowered, with the confidence that we’re always here for you! #TopWorkplace #FinancialPlanning #ClientFirst #CookWealth #TriangleBusinessJournal #Empowerment #ThankYou Cook Wealth, LLC was awarded one of the top places to work in the Triangle area on 8/15/24 for the 2024 year. The award was created by?Triangle Business Journal?and measures key areas that make up an organization's culture including compensation, benefits, trust in senior leadership, employee engagement, and more. Each question on the?survey is associated with a response option, which is associated with a numerical value, which is used to calculate an overall score and determine each organization's rank. Direct compensation has been provided by Cook Wealth, LLC to be considered for the award, but did not influence the criteria for the award being granted.

We're #hiring a new Accounting Assistant / Bookkeeper in Raleigh!

"Cook Wealth has always been about us living our life. They're helping us put the guard rails around it. We don't have to think about that every day." - Jean Chitwood, Cook Wealth Client We are ecstatic to share the testimonial of long-time Cook Wealth clients, the Chitwoods. Jean and Mike invited us to record at their Smith Mountain Lake house, on the ten-year anniversary of owning the house. That house was one of their original three goals when starting a relationship with us. If you're wondering why we do what we do, this is why. Or as Jean said, "It's always been about 'What are you trying to achieve and how can we help you get there?'" Jean and Mike Chitwood are current clients of Cook Wealth and were not compensated for this testimonial. Cook Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. https://lnkd.in/eruPc8PJ

With 'life-long learner' as one of our core values, our team continually enhances their skills to better serve our clients. We proudly congratulate Will Speight on his recent promotion to Senior Tax Accountant, a testament to his dedication, ongoing skill development, and hard work!

Do you want financial peace of mind? Tired of worrying about taxes and investments? Maybe it's time to have a chat with someone at Cook Wealth https://lnkd.in/eiP-AHYH

A group of our team members cooked meals for more than 60 people at Ronald McDonald House Charities in Durham, NC. See our employee Maddie Brown's thoughts on the subject below. #service #community #livelifeempowered #cookwealthcares

Huge congratulations to Amy Swartzfager CPA/PFS, MBA on adding Personal Financial Specialist (PFS) to her CPA certification! ?? Amy's commitment to excellence and professionalism shines through in everything she does, and her new certification as a CPA/PFS further solidifies her as a trusted expert in finance and accounting. Join us in celebrating all her hard work! #CPA #PFS #Congratulations #CareerMilestone #TeamSuccess #FinanceExpert

How do you keep your children from getting deep into credit card debt? Teach them young. How do you teach them? When is it appropriate? What about investing, saving, and spending in a digital age? Get answers to those questions and more in the latest video podcast episode of Own Your Wealth: Sandwich Money Edition. https://lnkd.in/es-ryG5E #family #finance #money #cookwealth #ownyourwealth #sandwichgeneration

How do you teach your child about investing? Connect it to something they're interested in. For more about how to teach children about money, check out the latest video podcast here - https://lnkd.in/es-ryG5E #parenting #money #family #familyfinance #teachingkidsaboutmoney #financialadvisor #podcast