Skip to main content
  • Home
  • About Us
    • Our Location
    • About Us
    • Our Services
    • Why Work With Us
    • The Story Behind 818
    • Phil in the Media
    • Cook and Associates Blog
    • Universal Life Insurance: Policy Termination & Massive Premium Increases
    • Tell A Friend
  • Resources
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

More Videos »

Newsletters

  • A Wealth of Information: How to Read a Mutual Fund Prospectus

    Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

  • Mutual Funds: Do You Know What’s in Your Portfolio?

    It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

  • Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

    This article discusses the most common and costly types of scams, and how would-be victims can spot them.

  • ETFs Are Gaining on Mutual Funds: Here’s Why

    Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators »
  • Site Map