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Preparing for a job change
A record 4.3M Americans quit their jobs in August. There are many reasons for the shift: record high job openings promising better...

Steve Coker, CFP
Oct 23, 20214 min read


Social Security COLA – the bright side of inflation
According to a recently released Social Security Administration fact sheet, the 2022 Cost of Living Adjustment (“COLA”) for Social...

Steve Coker, CFP
Oct 15, 20211 min read


The Worry List
Back in August we wrote about some of headwinds to economic growth for the remainder of the year. The list was short and included some of...

Steve Coker, CFP
Oct 9, 20213 min read


Should I take out a 401k Loan?
If you have high interest credit card debt, want to buy a new car, or simply need some extra cash it is often very easy to dip into your...

Steve Coker, CFP
Oct 1, 20213 min read


Making the most out of matching
A 401k plan is one of the best places to save for retirement. Payroll withholding makes saving easy, and more importantly, most...

Steve Coker, CFP
Sep 24, 20213 min read



