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Do I Need Disability Insurance
Most Americans are far better prepared financially to die than they are to become disabled. However, statistically speaking, on average...

Carole Meitler
Jan 253 min read


Big Social Security Changes – WEP and GPO Repealed
I did not think that it would ever happen! After years of lobbying the “Social Security Fairness Act” was passed at the end of December,...

Steve Coker, CFP
Jan 172 min read


Updated Retirement Plan Contribution Limits 2025
The IRS has published the 2025 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...

Steve Coker, CFP
Jan 121 min read


2025 Outlook
Forecasting is always a dangerous business. Look at 2023 and 2024, when many economists were predicting a major recession and stock...

Steve Coker, CFP
Jan 34 min read


Do I Need Umbrella Insurance?
I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...

Steve Coker, CFP
Dec 13, 20242 min read