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New Rules for Inherited IRAs
There are new rules for IRA’s inherited after January 1, 2020, and it may impact estate planning for existing IRA owners. The SECURE Act...
Carole Meitler
May 28, 20213 min read
The Coming Tax Wave
There are rumors coming out of Washington – rumors of increased taxes. While the specifics are still being worked out, momentum is...
Steve Coker, CFP
May 22, 20212 min read
What about inflation?
The stock market was rattled this week on the release of April’s inflation data. Consumer price inflation (“CPI”) for the month of April...
Steve Coker, CFP
May 14, 20212 min read
Save More...Tomorrow
We as Americans have a problem – we don’t save enough. In fact, a recent study by Bankrate.com reported that 18 percent of those in the...
Steve Coker, CFP
May 7, 20212 min read
A Surviving Spouse Checklist
There are a number of steps to take to manage a departed loved one’s finances. Knowing what to expect and what you can do will make the...
Steve Coker, CFP
Apr 30, 20214 min read
