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Staying Safe in the Cyber Era
Every day our lives become more integrated with technology. From simple apps handling social media to finance apps that file taxes...
Walter Cifuentes
Apr 22, 20222 min read
What is a Cryptocurrency?
In recent years there’s been a lot of hype regarding cryptocurrencies such as Bitcoin, Ethereum, Ripple, and dozens of other variations....
Steve Coker, CFP
Apr 8, 20223 min read
Lowering your Medicare Premiums Due to a Life-Changing Event
Many retirees are surprised to learn that Medicare premiums are variable, increasing considerably for higher income individuals. The...
Steve Coker, CFP
Apr 1, 20222 min read
Who should I name as trustee?
Naming a trustee is one of the most important and difficult decisions when creating a trust. A trustee is the person (or business) that...
Steve Coker, CFP
Mar 26, 20223 min read
Investing Basics: How does the Fed Funds Rate Impact Interest Rates?
On Wednesday March 16th Federal Reserve raised rates for the first time since 2018. The increase was widely anticipated and fairly small,...
Steve Coker, CFP
Mar 19, 20222 min read
