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Steve Coker, CFP
- Sep 15
- 4 min
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 8
- 2 min
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
- Aug 25
- 3 min
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 18
- 2 min
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 13
- 2 min
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...