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Should I sign up for Medicare if I'm still working?
The initial enrollment period for Medicare enrollment is the 7-month window beginning 3 months before your 65th birthday, the month of...

Steve Coker, CFP
Aug 13, 20232 min read


What could possibly go wrong?
Let’s face it – the stock market is having a great year. Despite considerable doom and gloom as we began 2023, the S&P 500 is up more...

Steve Coker, CFP
Aug 4, 20233 min read


Don’t Save 10% of Your Income, Save 50% of Your Raise
I am often asked by those starting out in their careers, “How much should I save?” It is a great question of course, and one that we...

Steve Coker, CFP
Jul 28, 20232 min read


FedNow: what it is and what it is not.
The Federal Reserve launched its new FedNow service on July 20th, a surprise early launch to this new program which allows individuals...

Steve Coker, CFP
Jul 21, 20233 min read


Inflation Good News
Admittedly, it is difficult to write both “inflation” and “good news” in the same sentence. Inflation is not a good thing, but falling...

Steve Coker, CFP
Jul 14, 20232 min read



