Cogent Blog

Our Articles

Here you’ll find our library of personal and business financial articles.

Embracing the Future: Cogent’s Approach to Digital Asset Legacy Planning
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...
Maximize Your Wealth Before the 2024 Ball Drops: 10 Year-End Financial Strategies for High Achievers
Maximize Your Wealth Before the 2024 Ball Drops: 10 Year-End Financial Strategies for High Achievers
As the year draws to a close, it’s a prime time for reflection—not just on your personal achievements and milestones but also on your financial...
Navigating the High School Years and Final Preparations for College
Navigating the High School Years and Final Preparations for College
What You’ll Learn: This post will guide you through the financial planning and decision-making processes during your child’s high school years, highlighting: Recap and Introduction...
Laying the Financial Foundation for Your Child’s College Education
Laying the Financial Foundation for Your Child’s College Education
What You’ll Learn: This post will guide you through the financial planning and decision-making processes, guiding you through the Journey of College Planning, highlighting: Welcome...
Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
What you will learn: In this blog post, you’ll discover why presidential elections have surprisingly little impact on long-term investment returns, debunking a common myth...
High Achievers: Turning Wealth into a Purposeful Life
High Achievers: Turning Wealth into a Purposeful Life
Once all of our bills are paid, money becomes a tool we use to pursue the most important goals, whether securing our future, enjoying life,...
Turning Your Wealth Into A Purposeful Resource
Turning Your Wealth Into A Purposeful Resource
Once you’ve reached a certain level of wealth, you may start thinking, “What comes next?” It’s not uncommon for your focus to move from accumulation...
Leaving a Legacy: Strategies for Impact Beyond Money
Leaving a Legacy: Strategies for Impact Beyond Money
When you think about your “legacy,” it’s easy to focus solely on financial assets—passing down your wealth to people you love. However, for many high...
Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
What You Will Learn: The looming 2025 expiration of the Tax Cuts and Jobs Act (TCJA) could significantly alter the tax benefits many taxpayers currently...
Top Four Tax Pitfalls High-Income Earners Should Avoid
Top Four Tax Pitfalls High-Income Earners Should Avoid
Everyone dreams of financial success that will allow them to thrive now and in the future. And, as your financial success continues to grow, so...
How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
Life should be a delicate balance between planning for the future and enjoying the present. However, depending on your generation (more on that below), it’s...
Five Common Financial Pitfalls of High Achievers and How to Avoid Them
Five Common Financial Pitfalls of High Achievers and How to Avoid Them
As a Chicago-based wealth management firm that works with high-achievers, it’s not uncommon for our team to meet successful individuals and learn they are dealing...

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