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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...

Steve Coker, CFP
Sep 22, 20232 min read


Downsizing your house in retirement
Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go...

Steve Coker, CFP
Sep 15, 20234 min read


How working impacts Social Security
If you are retired and considering going back to work, even part-time, your Social Security Retirement benefits may be affected. Here are...

Steve Coker, CFP
Sep 8, 20232 min read


Inheriting an IRA? 4 key rules you should know
If you have been named as the beneficiary of an IRA, then you should know that inheriting an IRA is different from inheriting other...

Steve Coker, CFP
Aug 25, 20233 min read


Interest Rates Keep Rising
The S&P 500 and Nasdaq both fell over 2% this week as rising interest rates spooked investors. Upside surprises in economic data,...

Steve Coker, CFP
Aug 18, 20232 min read



