Search
Steve Coker, CFP
- Jun 3, 2022
- 1 min
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
- Oct 28, 2019
- 2 min
Big Changes Coming to IRAs: The SECURE Act
New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...
Steve Coker, CFP
- Sep 30, 2019
- 3 min
Social Security: Why you should wait
Filing for Social Security too early is one of the biggest mistakes that retirees make. While it is tempting to file early to receive a...
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
- Jun 24, 2019
- 3 min
Getting Your Docs In Order for Aging Parents
Aging can be difficult, and at some point, many of us will need some help taking care of our own affairs. When that time comes, it is...
Steve Coker, CFP
- Feb 25, 2019
- 3 min
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
- Nov 5, 2018
- 2 min
Moving in Retirement? How to Keep Your California Property Tax Basis
There are a few excellent tax breaks for retirees in high tax California and Propositions 60 and 90 are two of the best. These laws...
Steve Coker, CFP
- Oct 1, 2018
- 3 min
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
- Aug 27, 2018
- 2 min
Healthcare in Retirement - Developing a Health Insurance Strategy
Several weeks ago we wrote an article outlining the basics of healthcare costs. This week we continue our conversation with strategies...
Steve Coker, CFP
- Jul 1, 2018
- 2 min
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
- Mar 18, 2018
- 3 min
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
- Oct 15, 2017
- 3 min
Diversification Strikes Again: Why We Stay Globally Invested
The concept of diversification is one of the hallmarks of modern investment theory. Diversification offers many benefits, most notably...
Steve Coker, CFP
- Oct 24, 2016
- 3 min
Overcoming the Black Hole of Retirement
“As I look out into retirement all I see is a black hole”. The comment from one of our clients struck me this week, and I have pondered...
Steve Coker, CFP
- Jul 11, 2016
- 2 min
Medical Expenses in Retirement - What You Can Expect
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
- Jan 31, 2016
- 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...
