Understanding Today’s Financial Environment
Welcome, I’m Jerod Cook, a financial professional in Dublin, OH. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, my personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 614.270.0109.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Being healthy not only makes you feel good, it may also help you financially.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Understanding how a stock works is key to understanding your investments.
Gaining a better understanding of municipal bonds makes more sense than ever.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Understanding the cycle of investing may help you avoid easy pitfalls.
That big list of dreams and goals isn't the only way to look at your bucket list.
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.