Jacob Cooley, CPA, Financial Advisor

Jacob Cooley, CPA, Financial Advisor Ameriprise Financial Advisor
Areas of Focus:
-Tax Planning Strategies
-Investment Management

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07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

When financial decisions aren’t shared, the role of guidance can become even more meaningful.Ameriprise Financial resear...
07/13/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategie...
07/09/2026

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

Feeling confident today doesn’t remove the need to plan ahead.Ameriprise Financial research shows many financially solo ...
07/06/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
07/03/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly be...
06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

You finally have the time—but where did everyone go? Freedom in retirement can come with an unexpected cost: isolation. ...
06/25/2026

You finally have the time—but where did everyone go? Freedom in retirement can come with an unexpected cost: isolation. Reach out to start building a plan that supports both your financial and emotional well-being.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

By 2030, data centers could consume nearly 10% of electricity in major economies, driven by AI and cloud growth. Let’s t...
06/22/2026

By 2030, data centers could consume nearly 10% of electricity in major economies, driven by AI and cloud growth. Let’s talk about how these trends may impact your portfolio—and where we see long-term investment potential.

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150 E Professional Park Court
Bowling Green, KY
42104

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