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Steve Coker, CFP
- Sep 16
- 2 min
Roth Conversions
With the stock market down in 2022, now may be a great time to consider converting a portion of your traditional IRA to a Roth IRA. We...
Steve Coker, CFP
- Sep 2
- 2 min
How much will I spend in retirement?
I am often asked, “How much money do I need to retire?” The answer is, of course, “it depends.” It depends on many factors but the most...
Steve Coker, CFP
- Aug 12
- 2 min
Medical Expenses in Retirement – an update
For many Americans finally retiring from their job means more than just walking away from a paycheck; it also means walking away from...
Steve Coker, CFP
- Aug 5
- 2 min
Maximizing Social Security
It is tempting to start taking Social Security Retirement benefits as soon as possible but making the most of Social Security often means...
Steve Coker, CFP
- Jul 29
- 2 min
How much cash should I hold?
With continued market volatility, we have been receiving questions about how much cash to hold. How much is too much and how much is too...
Carole Meitler
- Jul 23
- 3 min
Our Top 5 Things To Consider Doing In A Down Market
With the S&P 500 down over 20% this year so far and the NASDAQ even more so, many are understandably concerned. However, there are some...
Steve Coker, CFP
- Jul 15
- 2 min
Bonds Have Had a Terrible Year (and that is what makes them attractive)
There is no question that bonds have had a terrible year. How terrible? The Bloomberg Aggregate Bond Index has fallen over 10%...
Steve Coker, CFP
- Jul 8
- 3 min
Why you shouldn’t pay off your mortgage with your IRA
Paying off the mortgage is a noble goal and is a great idea for most Americans. Having a ‘mortgage burning’ or ‘debt free scream’ is a...
Steve Coker, CFP
- Jun 24
- 2 min
What’s worth reading?
We are frequently asked what investment material is worth reading. There is a tremendous amount of material out there, but so much of it...
Steve Coker, CFP
- Jun 3
- 1 min
Medicare Enrollment: Remember age 65!
Remember that the “Initial Enrollment Period” for Medicare begins 3 months before the month of your 65th birthday and extends 3 months...
Steve Coker, CFP
- Mar 26
- 3 min
Who should I name as trustee?
Naming a trustee is one of the most important and difficult decisions when creating a trust. A trustee is the person (or business) that...
Steve Coker, CFP
- Jan 21
- 1 min
Updated Retirement Plan Contribution Limits 2022
The IRS has published the 2022 contribution limits for your 401k, IRA and other retirement plans. Now is a great time to review your...
Steve Coker, CFP
- Jan 14
- 2 min
2022 Outlook
After a 2021 dominated by easy money and high levels of stimulus, 2022 is expected to be a year of transition, moving away from the...
Steve Coker, CFP
- Jan 7
- 3 min
2021: A Year in Review
To the surprise of many, 2021 was a wonderful year for stocks. Despite the extensive list of worries, the stock market continued to...
Steve Coker, CFP
- Dec 19, 2021
- 3 min
Manage Money Better – Lose Weight!
We would all like to develop better habits, wouldn’t we? We could exercise more, lose weight, save for retirement, pay down credit card...
Steve Coker, CFP
- Dec 10, 2021
- 2 min
Do I Really Need an Advisor?
The truth about managing your money is that you can do it yourself. I have painted my own house, poured my own concrete, and fixed my...
Steve Coker, CFP
- Nov 12, 2021
- 2 min
Family Conversations: Legacy planning beyond the will and trust
Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to...
Steve Coker, CFP
- Nov 5, 2021
- 3 min
Donating Appreciated Stock
As we approach year-end many of our clients are looking for ways to save on their tax bill. One effective strategy, especially after the...
Carole Meitler
- Oct 29, 2021
- 2 min
Leaving California? Tools to help find your new home
If you are considering moving out of California, then you are not alone. California has one of the highest rates of outbound migration,...
Steve Coker, CFP
- Oct 23, 2021
- 4 min
Preparing for a job change
A record 4.3M Americans quit their jobs in August. There are many reasons for the shift: record high job openings promising better...
