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Maximizing Social Security
It is tempting to start taking Social Security Retirement benefits as soon as possible but making the most of Social Security often means...
Steve Coker, CFP
Aug 5, 20222 min read
Our Top 5 Things To Consider Doing In A Down Market
With the S&P 500 down over 20% this year so far and the NASDAQ even more so, many are understandably concerned. However, there are some...
Carole Meitler
Jul 23, 20223 min read
Bonds Have Had a Terrible Year (and that is what makes them attractive)
There is no question that bonds have had a terrible year. How terrible? The Bloomberg Aggregate Bond Index has fallen over 10%...
Steve Coker, CFP
Jul 15, 20222 min read
Why you shouldn’t pay off your mortgage with your IRA
Paying off the mortgage is a noble goal and is a great idea for most Americans. Having a ‘mortgage burning’ or ‘debt free scream’ is a...
Steve Coker, CFP
Jul 8, 20223 min read
What’s worth reading?
We are frequently asked what investment material is worth reading. There is a tremendous amount of material out there, but so much of it...
Steve Coker, CFP
Jun 24, 20222 min read
