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Steve Coker, CFP
- Feb 12, 2023
- 2 min
Is Cedarstone a Fiduciary?
I am frequently asked whether Cedarstone is a fiduciary and so I like to periodically address this common concern. The answer is yes, of...
Steve Coker, CFP
- Feb 3, 2023
- 3 min
Social Security Survivors Benefit
When the unthinkable happens and one spouse dies, Social Security provides a benefit, commonly referred to as the widow’s benefit, to the...
Steve Coker, CFP
- Jan 27, 2023
- 3 min
1099-R Basics for Tax Time
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
- Jan 20, 2023
- 1 min
RMD Age Changing to 73
The beginning age for retirement plan Required Minimum Distributions (“RMD’s”) is changing once again! Required Minnimum Distributions...
Steve Coker, CFP
- Jan 15, 2023
- 1 min
Updated Retirement Plan Contribution Limits 2023
The IRS has published the 2023 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...