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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Here’s a guide to explain all the parts of Medicare.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.