Amy Cook, CFP, CDFA

Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy

The Rule of 72: Estimate how long an investment may take to double, with a fixed rate of return. #RuleOf72

How much of a mortgage can you afford? Your income and other debts may play an important role.

In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

Could your portfolio benefit from a zero-coupon bond?

Sector investing may present an opportunity if you do your homework. #investing

When was the last time you updated your will?

Test your estate strategy knowledge with this short quiz.

Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.

When considering a record keeping system for your business, you need to ask yourself some very important questions

How many credit cards do you have?

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

Is your retirement portfolio subject to sequence of returns danger?

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

Today is National Boss Day! Monica and I are so lucky to have Amy as a boss, teacher, and friend. We have been waiting for today to share this article- we are so proud of you! ... Congratulations, Amy!

The tax rules that govern donating art are complex and confusing. #taxes #art

Earnings season can move markets. Find out why.

Business owners should consider a succession plan sooner rather than later.

If you’ve profited from the sale of stocks, bonds or other capital assets this year you may have to pay the capital gains tax. Learn what this tax is and how it works.

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.

On October 7th, at 4:00 PM, join us for our next Dollars & Sense webinar featuring guest speaker Grant Martin with MFS as he presents IRA’s Do’s and Don’ts: Top IRA planning mistakes to avoid. As you know, when planning for your retirement, an IRA can be a valuable tool to bring you closer to your goals. Unfortunately, many people don’t utilize their IRA’s to their full potential. Grant will be discussing the most common mistakes with establishing and maintaining IRA accounts along with optimal planning strategies. We will also be available to answer questions at the end. Register here: https://zoom.us/webinar/register/WN_sbDf7oLrTbikfTOpw0GafA

#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.