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Steve Coker, CFP
4 days ago4 min read
Avoiding taxable gains when selling your home
It is a common problem. You have owned your home for many years and now you would like to sell the home. The good news is that the home...


Steve Coker, CFP
Mar 92 min read
Social Security Government Pension Offset: Update
On January 5th, 2025 the Social Security Fairness Act was signed into law, eliminating the controversial Government Pension Offset...


Steve Coker, CFP
Feb 282 min read
Growth Scare
The stock market sold off this week, posting its worst week since September 2024. The drop was triggered by several economic indicators...


Steve Coker, CFP
Feb 222 min read
What happens to my 401k when I retire?
Retirement should not be stressful, but too often it is. The flurry of critical decisions combined with a dramatic life change is enough...


Steve Coker, CFP
Feb 153 min read
4 Tax Benefits for California Retirees
It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...