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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
- Oct 21, 2019
- 2 min
Goals for the Second Half of Your Life
Do you remember when you first graduated from High School or College? Most of us were filled with a strange mixture of fear and...


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
- Apr 17, 2017
- 3 min
Leaving California Taxation in Retirement
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...