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Chris Cooper

Home
Services
Book
As Seen On
Subscribe
Contact
Welcome
About
Media
Professional Fiduciary Services
Eldercare Planning
Wealth Management
Management and Advice
Retirement Planning and Advice
Income tax Planning and Advice
Blog
Newsletter
Contact
Sitemap
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February 15, 2019
Chris Cooper

Essential Documents to Protect One’s Self and Family

February 15, 2019
Chris Cooper
Essential Documents to Protect One’s Self and Family

Having an estate plan is important to protect yourself while living and your heirs after you pass. Here are the estate planning documents you should consider.

February 15, 2019
Chris Cooper
January 14, 2019
Chris Cooper

New Year’s Resolutions: 5 Steps Toward Financial Well-Being

January 14, 2019
Chris Cooper
New Year’s Resolutions: 5 Steps Toward Financial Well-Being

If your New Year’s resolution is to achieve financial well-being, here are five easy-to-implement steps that could help.

January 14, 2019
Chris Cooper
December 14, 2018
Chris Cooper

Social Security Checks Will Increase in 2019

December 14, 2018
Chris Cooper
Social Security Checks Will Increase in 2019

Here are six changes to Social Security coming in 2019 that affect both workers and retirees.

December 14, 2018
Chris Cooper
November 20, 2018
Chris Cooper

How to Catch Up on Retirement Savings: Six Steps to Take

November 20, 2018
Chris Cooper
 How to Catch Up on Retirement Savings: Six Steps to Take

If you feel like you’re behind on saving for retirement, here are six steps to take to help build up your retirement nest egg.

November 20, 2018
Chris Cooper
October 23, 2018
Chris Cooper

Medicare Open Enrollment: 4 Steps to Take Before Dec. 7

October 23, 2018
Chris Cooper
Medicare Open Enrollment: 4 Steps to Take Before Dec. 7

Medicare open enrollment runs through Dec. 7. Here are four steps to help ensure you have the right coverage.

October 23, 2018
Chris Cooper
September 18, 2018
Chris Cooper
Emergency Preparation

Disaster Preparedness for Seniors: Protect Your Physical and Financial Well-Being

September 18, 2018
Chris Cooper
Emergency Preparation
Disaster Preparedness for Seniors: Protect Your Physical and Financial Well-Being

We all need to be prepared for emergencies—and this is especially so for seniors. Here are four steps to safeguard your physical and financial health.

September 18, 2018
Chris Cooper
Emergency Preparation
August 23, 2018
Chris Cooper
Relationships, Divorce, Social Security

You’re Divorced? What You Need to Know About Social Security and Ex-Spouse Benefits

August 23, 2018
Chris Cooper
Relationships, Divorce, Social Security
You’re Divorced? What You Need to Know About Social Security and Ex-Spouse Benefits

As a divorced person, you may be entitled to Social Security benefits based on your ex-spouse’s work record. Here’s what you need to know.

August 23, 2018
Chris Cooper
Relationships, Divorce, Social Security
July 24, 2018
Chris Cooper
Relationships, Trustee, Eldercare

You’ve Been Made a Trustee—What Do You Do Now?

July 24, 2018
Chris Cooper
Relationships, Trustee, Eldercare
You’ve Been Made a Trustee—What Do You Do Now?

Serving as a trustee carries significant responsibilities. Here’s a short primer in how to be a trustee.

July 24, 2018
Chris Cooper
Relationships, Trustee, Eldercare
June 19, 2018
Chris Cooper
Estate Planning

Estate Planning for Digital Assets: Why You Should Have a Plan

June 19, 2018
Chris Cooper
Estate Planning
Estate Planning for Digital Assets: Why You Should Have a Plan

As our lives move increasingly online, we need to incorporate our digital assets into our estate planning.

June 19, 2018
Chris Cooper
Estate Planning
May 18, 2018
Chris Cooper
Eldercare

4 Tips for Seniors to Take Care of Their Health

May 18, 2018
Chris Cooper
Eldercare
4 Tips for Seniors to Take Care of Their Health

Aging can mean health challenges that are difficult to adjust to. Here are four tips for seniors to help take care of their health and live more comfortably.

May 18, 2018
Chris Cooper
Eldercare
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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