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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 20, 20231 min read
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 15, 20231 min read
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
Jan 6, 20233 min read
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 30, 20222 min read
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 16, 20221 min read
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
Dec 2, 20222 min read
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 16, 20222 min read
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
Sep 2, 20222 min read
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 12, 20222 min read
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
Aug 5, 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...
Steve Coker, CFP
Jul 29, 20222 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...
Carole Meitler
Jul 23, 20223 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 15, 20222 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
Jul 8, 20223 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 24, 20222 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
Jun 3, 20221 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
Mar 26, 20223 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 21, 20221 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 14, 20222 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
Jan 7, 20223 min read
