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Steve Coker, CFP
- Oct 20
- 3 min
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 14
- 4 min
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 6
- 3 min
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
- Sep 29
- 3 min
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 22
- 2 min
The Fed Spooks the Market
I think that I’ve seen this movie before! Like part VII of a repetitive movie series (I’m looking at you Avengers), the Federal Reserve...