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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
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 19, 20213 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
Dec 10, 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 12, 20212 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...
Steve Coker, CFP
Nov 5, 20213 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,...
Carole Meitler
Oct 29, 20212 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 23, 20214 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 15, 20211 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
Oct 1, 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 24, 20213 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...
Steve Coker, CFP
Sep 10, 20212 min read
What documents should I keep?
While it seems like a mundane question, “What documents should I keep?” is one of the most common questions I hear, and it is far from...
Steve Coker, CFP
Aug 27, 20214 min read
Trust Implementation Checklist
If you have successfully worked with an estate planning attorney to create a living trust, then congratulations! You have completed a...
Walter Cifuentes
Jun 27, 20213 min read
New Rules for Inherited IRAs
There are new rules for IRA’s inherited after January 1, 2020, and it may impact estate planning for existing IRA owners. The SECURE Act...
Carole Meitler
May 28, 20213 min read
The Coming Tax Wave
There are rumors coming out of Washington – rumors of increased taxes. While the specifics are still being worked out, momentum is...
Steve Coker, CFP
May 22, 20212 min read
Save More...Tomorrow
We as Americans have a problem – we don’t save enough. In fact, a recent study by Bankrate.com reported that 18 percent of those in the...
Steve Coker, CFP
May 7, 20212 min read
A Surviving Spouse Checklist
There are a number of steps to take to manage a departed loved one’s finances. Knowing what to expect and what you can do will make the...
Steve Coker, CFP
Apr 30, 20214 min read
