June 8, 2023
“Budgets can feel restrictive, Cultivate Financial’s Coake says. But having a certain amount of money automatically going to your savings account can help separate your spending account from your savings account.
Read MoreCharitable giving is one of my favorite topics to plan for with clients. Ryan reached out to get a few pointers for this article on maximizing charitable contributions.
Read MoreLucy reached out to get a few pointers to share in her article about getting back on track financially after caring for a loved one and we were happy to help.
Read MoreNo one likes to talk about or work on budgets. In fact, I’ve stopped using the word. However, Matthew Goldberg wrote an article with some great tips on how to control your budget and stop letting it control you.
Read MoreAug 1, 2019
A typical target-date fund has what’s known as a glide path, which represents the shift in the fund’s allocation of stocks, bonds and other investments over time. But that’s where this one-size-fits-all strategy runs into trouble, because it may not take into account when you actually retire, says Ashley Coake, a certified financial planner with Cultivate Financial Planning, in Radford, Va.
Read MoreJul 6, 2019
“Ashley Coake, owner of Cultivate Financial Planning, said female clients in dire financial circumstances following a divorce or death of a spouse tend to do too little — or too much — in response.”
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