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5 Hidden Benefits of a Retirement Plan for Business Owners
Discover how a retirement plan can boost your savings, attract top talent, and reduce your tax burden.
Haley Tolitsky, CFP®, CPFA®
Sep 4, 2024


Secure Act 2.0 – What Dentists & Business Owners Need to Know
On December 29, 2022 President Biden signed the SECURE 2.0 Act into law to encourage more workers to save for retirement. With over 90...
Haley Tolitsky, CFP®, CPFA®
Feb 20, 2023


Is Financial Planning a Priority for You? If Not, It Should Be.
When it comes to our finances, we often get mixed up in the excitement of what is new and shiny thanks to everchanging technology...
Haley Tolitsky, CFP®, CPFA®
Aug 22, 2022


Haley Tolitsky, CFP from Cooke Capital Inc., will speak at the 2022 NCDS Women’s Leadership Summit
Cooke Capital, Inc. is pleased to announce CERTIFIED FINANCIAL PLANNER™, Haley Tolitsky, will be speaking at the North Carolina Dental...
Haley Tolitsky, CFP®, CPFA®
Jul 14, 2022


Charles Cooke & Haley Tolitsky, Dental401k, Earn CPFA® Certification as Retirement Plan Specialists
Cooke Capital, Inc. is pleased to announce that CERTIFIED FINANCIAL PLANNERS™, Charles Cooke and Haley Tolitsky, have earned their...
Haley Tolitsky, CFP®, CPFA®
Jun 9, 2022
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