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The Tightening Continues
As expected, the Federal Reserve Raised rates by 0.75% this week to a target range of 3% - 3.25%, ratcheting interest rates higher in an...

Steve Coker, CFP
Sep 23, 20221 min read


Roth Conversions
With the stock market down in 2022, now may be a great time to consider converting a portion of your traditional IRA to a Roth IRA. We...

Steve Coker, CFP
Sep 16, 20222 min read


How much will I spend in retirement?
I am often asked, “How much money do I need to retire?” The answer is, of course, “it depends.” It depends on many factors but the most...

Steve Coker, CFP
Sep 2, 20222 min read


Powell Keeps the Market on Edge
Federal Reserve Chairman Jerome Powell spoke at the Fed’s annual Jackson Hole conference on Friday. His speech was relatively short, and...

Steve Coker, CFP
Aug 26, 20222 min read


Medical Expenses in Retirement – an update
For many Americans finally retiring from their job means more than just walking away from a paycheck; it also means walking away from...

Steve Coker, CFP
Aug 12, 20222 min read



