Category: protecting wealth
Share:
Preparing Your Home for the Next Season of Life – A Conversation Worth Having Before You Need It
For many successful families, home is not just real estate. It’s history.It’s identity.It’s the place where you built a life. And if you’re like most...
Share:
Credit Freeze, Clear Mind: A Simple Step to Safeguard Your Identity
Why Cogent’s Founder, Michael Evans, Took Action—and Thinks You Should Too Instant online access has become our default setting. From paying bills to checking investments,...
Share:
Navigating Market Volatility: Your Cogent Strategic Wealth Update
Chaos in the midst of chaos isn’t funny, but chaos in the midst of order is. – Steve Martin We find ourselves today in a...
Share:
Embracing the Future: Cogent’s Approach to Digital Asset Legacy Planning
What you will learn: In this essential guide, you will learn how to seamlessly incorporate digital assets into your estate planning. We’ll cover the unique...
Share:
Cogent Conversations: A Personalized Wealth Management Approach for High Achieving Individuals and Their Families
As high-income earners and high achievers, you’re no stranger to the complexities of managing, growing, and protecting your wealth. But what sets Cogent Strategic Wealth...
Share:
Video: 10 Steps to Take Before Selling Your Business
by Michael Evans, Founder & Wealth Manager If you are contemplating selling your business, this is a life-changing decision that benefits from a sound strategy....
Share:
20 Steps to Take Now to Prepare for a Possible Recession
by Michael Evans, Founder & Wealth Manager Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here...
Share:
Should Affluent Clients Self-Insure for Long Term Care?
by C. Brant Steck, CFP®, Vice President of BUI One of the most common questions advisors ask relating to long term care insurance for affluent...
Share:
What is Fiduciary Advice, and Why Does it Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a...
Share:
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...
Share:
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...
Share:
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...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.