J. Cook Financial

We believe that investments & financial planning can be a cool experience. Securities offered through Cambridge Investment Research., member FINRA/SIPC.

[J. Cook Financial @PlanTheCoolWay]

Do you have a will? Is it updated? https://t.co/PVKYHENhbF

[J. Cook Financial @PlanTheCoolWay]

Test your estate strategy knowledge with this short quiz. https://t.co/pz7O1QRoro

[J. Cook Financial @PlanTheCoolWay]

Is your retirement portfolio subject to “sequence of returns” danger? https://t.co/Gd3n0Lvoak

[J. Cook Financial @PlanTheCoolWay]

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now. https://t.co/fpP2dyhyp9

[J. Cook Financial @PlanTheCoolWay]

Check out this video on taxes. #IncomeTax https://t.co/7e4wFTsweB

[J. Cook Financial @PlanTheCoolWay]

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in. https://t.co/QhQIJNjHJ8

[J. Cook Financial @PlanTheCoolWay]

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving https://t.co/e1bjocxygb

[J. Cook Financial @PlanTheCoolWay]

Bedtime Story: U.S. Federal Tax Code. How many pages have you read? https://t.co/RqtZs1kc9a

[J. Cook Financial @PlanTheCoolWay]

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one. https://t.co/7xViu2ciQs

[J. Cook Financial @PlanTheCoolWay]

Looking for the latest tax bracket changes? Use this handy reference guide to save time. https://t.co/RILnDBUceg

[J. Cook Financial @PlanTheCoolWay]

Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay https://t.co/KGIFjh46Bm

[J. Cook Financial @PlanTheCoolWay]

Valuation is important for business succession, estate taxes and even qualifying for a loan. https://t.co/PdtI7guKda

[J. Cook Financial @PlanTheCoolWay]

Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement https://t.co/wk4fWE7qFU

[J. Cook Financial @PlanTheCoolWay]

Where there's a will there's a way. Don't leave your estate unattended—update your documents. https://t.co/p4z7qQjpND

[J. Cook Financial @PlanTheCoolWay]

When the rules of the game change, tactics should follow in response to the new landscape. https://t.co/sRcVsNNeZ7

[J. Cook Financial @PlanTheCoolWay]

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. https://t.co/WPLNge1RiW

[J. Cook Financial @PlanTheCoolWay]

Attention Estate Executors: Do you know about the Alternate Valuation Date? https://t.co/9JdBxt6RB1

[J. Cook Financial @PlanTheCoolWay]

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax https://t.co/9MCR11c3XH

[J. Cook Financial @PlanTheCoolWay]

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. https://t.co/pA2wRAxir2

[J. Cook Financial @PlanTheCoolWay]

Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction https://t.co/A3JOFsuZyQ