Cook Wealth

Want to hear some terrible financial advice? We do too! That's why we recorded a Bad Advice episode of Own Your Wealth, our podcast. Jason Deshayes, CPA/PFS, CFP ®, CKA® and Dave McDougall, MBA, CFP® react to Sophie Howell reading some horrible advice submitted by our listeners. Full Episode > https://lnkd.in/eUnFxjjn If you have heard some terrible advice, share it so we can read it on the next episode > https://lnkd.in/egM9kuBE Cook Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

Maddie Brown and Gideon Sims putting the ornaments on our Christmas tree. ‘Tis the season! Do you decorate your home or office for the holidays? We’d love to see your holiday decorations!

"Cook Wealth cares individually about their clients and the care we have received is unparalleled! They have made it so easy for us to manage our finances and plan for the life we want to be living with the priorities we care about. They don't seem to bring their own agenda but really listen and give tailored advice based on what we want. We have worked with Jason and his team as well as some of the tax folks and have been so pleased. Highly recommend!" Jenny B Jenny B is a current client of Cook Wealth and was not compensated for this testimonial. Cook Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

Are you eligible for open enrollment? We put together a video to help you and your friends navigate it. Who is it for? What's the difference between an HSA and an FSA? Do you tap your glass to the table after saying "cheers!"? All these questions and more are answered. Jason Deshayes, CPA/PFS, CFP ®, CKA® and Dave McDougall, MBA, CFP® drop some knowledge about open enrollment in the latest episode of Own Your Wealth #podcast #financialplanning #openenrollment https://lnkd.in/e6tgHrYP

What bad financial advice have you been given? Jason Deshayes, CPA/PFS, CFP ®, CKA®, Dave McDougall, MBA, CFP®, and Sophie Howell will host a new podcast series where we share stories about terrible financial and tax advice people have given their clients. If you have any good stories of bad advice, please share them through this form so we can read them on the show! https://lnkd.in/e6q4y6F3

I have to say this is one of the best tax internships you’ll find - take advantage!

Special thanks to NC Planning for co-sponsoring our first annual Oktoberfest! The weather was perfect and the pizza was delicious at Ponysaurus Brewing Co. We're so thankful for everyone who came out and celebrated with us. Cook Wealth works daily to care for our clients and their legacy. To do that, we get to grow and create opportunities for the next generation of team members and clients. Oktoberfest is an event where our clients can bring their family and friends to meet our team so we can help more people. We like to say we are tax and wealth advisors you'd have a beer with. If you know someone who could use our services, send them our way, and let's grab a beer! #wealthmanagement #cookwealth

"I get to make people's lives better every day" - Elizabeth Stephenson of New Direction Family Law Jason Deshayes, CPA/PFS, CFP ®, CKA®sat down with Elizabeth to talk about 5 financial considerations when going through a divorce. #familylaw #divorce #finance https://lnkd.in/eFQqNytt

"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.