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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
Navigating the Storm: An Introduction to Umbrella Insurance
Let's set sail into the uncharted waters of a lesser known but highly valuable aspect of personal finance: umbrella insurance. We all...
Carole Meitler
Jul 9, 20233 min read
How to Fight Phishing
As online security techniques become more sophisticated, so do the scammers. Thwarted by high end encryption software, hackers are...
Steve Coker, CFP
Jun 23, 20233 min read
