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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 282 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 222 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 153 min read


Qualified Charitable Donations
Qualified Charitable Distributions (“QCD”) allow eligible IRA owners aged 70.5 or older to make up to $100,000 in tax-free gifts to...
Steve Coker, CFP
Feb 83 min read


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
Feb 23 min read