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Steve Coker, CFP
Jul 29, 20222 min read
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, 20223 min read
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, 20222 min read
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, 20223 min read
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, 20222 min read
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, 20221 min read
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, 20223 min read
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, 20221 min read
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, 20222 min read
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, 20223 min read
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, 20213 min read
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, 20212 min read
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, 20212 min read
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, 20213 min read
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, 20212 min read
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, 20214 min read
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...
Steve Coker, CFP
Oct 15, 20211 min read
Social Security COLA – the bright side of inflation
According to a recently released Social Security Administration fact sheet, the 2022 Cost of Living Adjustment (“COLA”) for Social...
Steve Coker, CFP
Oct 1, 20213 min read
Should I take out a 401k Loan?
If you have high interest credit card debt, want to buy a new car, or simply need some extra cash it is often very easy to dip into your...
Steve Coker, CFP
Sep 24, 20213 min read
Making the most out of matching
A 401k plan is one of the best places to save for retirement. Payroll withholding makes saving easy, and more importantly, most...
Steve Coker, CFP
Sep 10, 20212 min read
Social Security: Why you should wait
Filing for Social Security too early is one of the biggest mistakes that retirees make. We have written about this before, but it still...
