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How to think about Long-Term Care
Long-term care is one of the most difficult financial issues retirees face. As we age, many of us require assistance such as feeding,...
Steve Coker, CFP
May 2, 20253 min read
How to check your own credit
Identity theft has become one of the most significant crimes of today with over 15 million people in the United States falling victim...
Steve Coker, CFP
Apr 27, 20252 min read
Rethinking Retirement: You’re Just Getting Started
It may seem a bit counter cultural, but what if retirement isn’t the finish line—but a starting line? What if retirement was more a like...
Carole Meitler
Apr 13, 20253 min read
Tariff Turmoil Continues
The S&P 500 dropped 6.1%, the Dow tumbled 2,262 points, and the Nasdaq sank 6% on Friday, hitting their lowest levels since last May of...
Steve Coker, CFP
Apr 5, 20252 min read
Tariff Turmoil
Over the last few weeks markets have been whipsawed by tariffs. In February Trump announced 25% tariffs on goods from Canada and Mexico,...
Steve Coker, CFP
Mar 14, 20252 min read
