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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
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
