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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...
Steve Coker, CFP
- Dec 16, 2022
- 1 min
New Year Organization (A Financial Documents Checklist)
The end of the year is a great time to get organized, so you can start out the new year right. Here is a handy checklist to help you get...
Steve Coker, CFP
- Dec 2, 2022
- 2 min
Giving with Joy
I had several conversations this week about the importance of giving. The Christmas season does, rightly, remind us that it is better to...
Steve Coker, CFP
- Sep 16, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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...
