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margo cook

Margo Cook Receives CFP Certification

1 North Wealth Services announced today that Margo Cook, an Investment Advisor, Financial Planner, CAP, CFRE, in the firm’s wealth management office in Annapolis, MD, has been awarded the Certified Financial Planner (CFP®) certification.
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Why I Won’t Tell You How Women Behave With Money

There are a lot of generalized assumptions floating around out there regarding how women behave with money, saving, and investing. 
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woman with boxes

One Box at A Time:

A few years ago, when I was moving from Florida to Maryland with my husband, while pregnant, AND switching jobs, I had a friend give me some great advice.  “Take it one box at a time,” she told me. 
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george washington 2

7 Questions to Ask Yourself

When I meet with individuals and families, many have asked me questions like, “How is my current advisor being compensated?” and, “What is the difference between fees and commissions?” 
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