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Steve Coker, CFP
- Jul 10, 2021
- 3 min
What is the Difference Between Gain and Return?
How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...
Steve Coker, CFP
- May 22, 2021
- 2 min
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...
Carole Meitler
- Mar 26, 2021
- 2 min
What You Need to Know About the New Tax Day Extension to May 17
On March 17, the Internal Revenue Service (IRS) announced that the 2020 federal income tax filing due date for individuals will be...
Walter Cifuentes
- Jan 29, 2021
- 2 min
What is a 1099-R?
It is that lovely time of year that we all like to look forward too - Tax Season! You might have noticed something in your mailbox that...
Steve Coker, CFP
- Nov 12, 2020
- 2 min
Getting started on year-end tax planning
It doesn’t seem like tax season. The election just finished, your tax return is not due for months, and your CPA is just getting back...