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J Cook Financial - Buffalo Grove, IL

Call Me: (847) 276-7132

 
Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

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How I Work


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What I Do


Listening, Educating, Analyzing, Planning, Implementing…

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Financial Clarity through Refreshing Honesty

In today’s day and age, there is not enough education, too much information out there, not enough time, and too many distractions for the average person to plan effectively for their financial lives. I believe that the financial planning process can be a cool experience and I serve people who are too busy managing the rest of their busy lives to fully dive into the weeds of finance.

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Choosing a Business Structure

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

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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