Search
Carole Meitler
- Apr 3, 2020
- 3 min
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
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
- Feb 19, 2019
- 2 min
Give Stock, Save Taxes, Give More
If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock...
Steve Coker, CFP
- Feb 4, 2019
- 2 min
What is a 1099-R?
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...
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...