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Steve Coker, CFP
- Sep 23, 2019
- 3 min
4 Tax Benefits for California Retirees
It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...
Steve Coker, CFP
- Aug 26, 2019
- 3 min
Want to retire in 5 years? – Here are 5 things to do now!
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...
Steve Coker, CFP
- Aug 19, 2019
- 2 min
Protecting your Schwab account – beyond the password.
Protecting your financial information online begins with a good password but it doesn’t have to end there. By now, I am sure that you...
Steve Coker, CFP
- Aug 12, 2019
- 2 min
Do you need life insurance in retirement?
Many people are surprised to learn that they may not need life insurance in retirement. Life insurance is sold as something that...
Steve Coker, CFP
- Jul 29, 2019
- 3 min
Keeping Track of Your Spending
If you want to have confidence in your finances, tracking your spending is an important first step. Regardless of your income, out of...