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The Cost of Healthcare in Retirement
One of the most daunting challenges facing retirees is the cost of healthcare. Without some type of employer-provided retiree healthcare,...
Steve Coker, CFP
Jul 1, 20182 min read
Five Habits for Contentment
Financial stress is rampant in our culture, and I have witnessed the impact of this stress in my conversations with clients. After...
Steve Coker, CFP
Jun 25, 20184 min read
Concentrated Giving to Maximize Tax Deductions
If you are charitably minded, you should be aware of changes under the recent Tax Cuts and Jobs Act that may change the way you give. Let...
Steve Coker, CFP
Jun 4, 20182 min read
How Much Cash Should I Hold?
While we believe that making your money work for you is important, it is also important to hold some cash in checking and savings for...
Steve Coker, CFP
May 21, 20182 min read
A Living Trust Is for Life
Many times when people set up their trusts, they focus on what will happen to their assets upon their death. However, a trust is also an...
Steve Coker, CFP
May 13, 20182 min read
Can I Retire Before Age 59.5?
Can you retire before the age of 59.5? The quick answer is maybe, but many mistakenly believe that they simply cannot leave their job...
Steve Coker, CFP
Mar 18, 20183 min read
Talking With Family About Money
Over the next few weeks, many of us will be meeting with family to celebrate the holidays. Of course, if your family is like mine, these...
Steve Coker, CFP
Nov 23, 20172 min read
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 you've heard...
Steve Coker, CFP
Oct 20, 20172 min read
Keeping Your Identity Safe
It appears that my social security number was hacked during the recent Equifax Data breach, and I am not alone. It is estimated that the...
Steve Coker, CFP
Oct 1, 20173 min read
Understanding Medicare Enrollment
This week I came across a 75-year-old retiree who had not yet signed up for Medicare. Since Medicare enrollment begins at age 65, this...
Steve Coker, CFP
Sep 4, 20172 min read
How Do My Savings Compare
We all want to know whether we are saving enough for retirement. We also want to know if we are doing a good job compared to our...
Steve Coker, CFP
Aug 20, 20172 min read
