Search


Do I Need Umbrella Insurance?
I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...

Steve Coker, CFP
Dec 13, 20242 min read


Trump 2.0: Bearish or Bullish?
Thus far the market has hardily approved of President Trump 2.0. The S&P 500 sat at 5712 on November 4th, just before the election. One...

Steve Coker, CFP
Dec 8, 20243 min read


Don't name just one of your children as IRA beneficiary
It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...

Steve Coker, CFP
Nov 24, 20242 min read


Donor Advised Funds: A Simple Way to Give and Save on Taxes
For those interested in giving back to their communities and making a lasting impact, Donor Advised Funds (DAFs) are an excellent tool...

Carole Meitler
Nov 17, 20243 min read


It’s Trump 2.0
Stocks soared this week on the news that Donald Trump was elected as the 47th President of the United States. Republicans also retook the...

Steve Coker, CFP
Nov 9, 20242 min read



