Category: financial planning
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Video: 7 Questions to Ask Before Hiring a Financial Advisor
How Do You Choose the Right Financial Advisor? If you’re a busy, thriving professional, choosing the right financial advisor is vital for your financial future....
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Is Your Financial Advisor a Team Player, Too?
In your busy life, you probably already “get” the value of teamwork in managing your personal wealth. Perhaps, like me, you’ve been inspired by someone...
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Be Prepared With These 5 Types of Insurance
SCHEDULE A FREE ONLINE CONSULTATION 2020 Has Brought Many Unexpected Events I’m fairly certain 2020 will be a year we will not soon forget. Between...
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10 Things You Absolutely Need to Know About Life Insurance
Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say it’s...
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5 Types of Insurance to Protect You and Your Family
You have financial goals to reach, but how do you make sure your investments and finances are aligned with your goals? And how do you...
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The Market, Your Investments, & You: The Vital Role of Rebalancing
If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if there was a disciplined...
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Securing Your Family’s Financial Future
SCHEDULE A FREE ONLINE CONSULTATION Hello. I’m Michael Evans for Cogent Strategic Wealth. Are you sitting at home right now rather than in your office?...
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What to Do While Waiting Out the Bear Market
In our team’s experience, we’ve encountered investors who let emotions get the best of them, reacted to current events and dour market headlines, and always...
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4 Ways to Improve Your Family Finances Now
As a wealth advisor with Cogent Strategic Wealth, I want to talk about a topic that is important, not only in the current environment that we’re...
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5 Ways to Make Tax Season Less…… Taxing: Less Crying, More Filing
It’s tax time again and if it brings on feelings of anxiety and dread, we’re here to show you how filing your income taxes can...
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How to Choose the Right Financial Advisor
You are a smart, successful, and disciplined person. You understand the value of money and want to choose the right financial advisor to reach your...
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The Benefits of Goals-Based Planning
You’ve heard all the advice about setting goals for your finances, but you’re left with one nagging question: Which goal gets top priority? It shouldn’t...
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