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Avoiding taxable gains when selling your home
It is a common problem. You have owned your home for many years and now you would like to sell the home. The good news is that the home...

Steve Coker, CFP
Mar 14, 20254 min read


Social Security Government Pension Offset: Update
On January 5th, 2025 the Social Security Fairness Act was signed into law, eliminating the controversial Government Pension Offset...

Steve Coker, CFP
Mar 9, 20252 min read


Growth Scare
The stock market sold off this week, posting its worst week since September 2024. The drop was triggered by several economic indicators...

Steve Coker, CFP
Feb 28, 20252 min read


What happens to my 401k when I retire?
Retirement should not be stressful, but too often it is. The flurry of critical decisions combined with a dramatic life change is enough...

Steve Coker, CFP
Feb 22, 20252 min read


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
Feb 15, 20253 min read



