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Steve Coker, CFP
- 12 hours ago
- 3 min
1099-R Basics for Tax Time
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...



Steve Coker, CFP
- Jan 20
- 1 min
RMD Age Changing to 73
The beginning age for retirement plan Required Minimum Distributions (“RMD’s”) is changing once again! Required Minnimum Distributions...



Steve Coker, CFP
- Jan 15
- 1 min
Updated Retirement Plan Contribution Limits 2023
The IRS has published the 2023 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...



Steve Coker, CFP
- Jan 6
- 3 min
2023 Outlook
I admit that I read very little mainline news, including business news. I decided long ago that most business news (Bloomberg, Forbes,...



Steve Coker, CFP
- Dec 30, 2022
- 2 min
2022 A Year in Review
Many investors are happy to see 2022 end! After a roaring 2021 driven by easy money and high levels of stimulus, the proverbial chickens...