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Cook Legacy Advisors is here to guide you through the variables that life presents you with, be it an inheritance, changing jobs, approaching retirement, or anything else that affects your financial picture.

10/14/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

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10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

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10/07/2026

Some simple, inexpensive energy-saving tips that may help you save money.

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The financial risks to consider when evaluating self insurance?
09/23/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
09/16/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
09/09/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
09/02/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
08/26/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
08/19/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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Woodbury, NJ
08096

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