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Year End Tax Planning for 2023
We have a divided government and an imminent presidential election. As a result, no significant tax legislation has been passed in 2023,...

Steve Coker, CFP
Oct 28, 20232 min read


The Second Half of Your Life
I had several conversations this week about the stress of retirement, both in terms of the financial stress of retirement – will there be...

Steve Coker, CFP
Oct 20, 20233 min read


Life Insurance Basics
There is a saying that ‘life insurance is sold, not bought’. Compare, for example, shopping for life insurance with shopping for a car....

Steve Coker, CFP
Oct 14, 20234 min read


Why Are Interest Rates Skyrocketing?
During the month of September interest rates not only continued their march upward, they skyrocketed higher, spooking the stock market...

Steve Coker, CFP
Oct 6, 20233 min read


Strategic Roth Conversions: Maximizing Retirement Savings While Minimizing Taxes
Roth conversions are an often-overlooked strategy for reducing taxes and optimizing retirement funds. This article aims to demystify Roth...

Steve Coker, CFP
Sep 29, 20233 min read



