Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money

What is the Cook Wealth Experience Team? What is a Chief Experience Officer? How do these things help us deliver the best client and employee experience possible? Learn how the idea of the Experience

How Cook Wealth is serving clients holistically and efficiently

We get itthe decision to change financial advisors or CPAs isnt an easy one. But if youre struggling to reach your advisor, dont see eye-to-eye on risk or investment strategies, or are ready for a

No one wants to overpay on their taxes. But if youre not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, yo

Niching downchoosing a specialty and focusing your efforts around itcan help a business grow faster, develop better services, and provide greater value to the customers it serves. But for entreprene

The transition from working for a dental practice to owning your own practice is a complicated one. One day youre solely focused on serving patients. Then the next, you have a growing team, cash flow

Giving generouslyon Giving Tuesday and all year longis one of the best ways to expand your impact, support the causes you care about, and create a legacy that lasts. And it goes far beyond dollars a

The single biggest determinant of when you can retire comfortably isnt stock prices, investment returns, or inflation. Its your savings rate. A few small and simple adjustments to how much you save,

Equity compensation is becoming an increasingly popular way for employers to reward and retain their top talent. But as enticing as this benefit sounds, its one of the most complicated and misunderst