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Qualified Charitable Donations
Qualified Charitable Distributions (“QCD”) allow eligible IRA owners aged 70.5 or older to make up to $100,000 in tax-free gifts to...

Steve Coker, CFP
Feb 83 min read


1099-R Basics for Tax Time
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...

Steve Coker, CFP
Feb 23 min read


Do I Need Disability Insurance
Most Americans are far better prepared financially to die than they are to become disabled. However, statistically speaking, on average...

Carole Meitler
Jan 253 min read


Big Social Security Changes – WEP and GPO Repealed
I did not think that it would ever happen! After years of lobbying the “Social Security Fairness Act” was passed at the end of December,...

Steve Coker, CFP
Jan 172 min read


Updated Retirement Plan Contribution Limits 2025
The IRS has published the 2025 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...

Steve Coker, CFP
Jan 121 min read