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What is the Difference Between Gain and Return?
How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...

Steve Coker, CFP
Jul 10, 20213 min read


Trust Implementation Checklist
If you have successfully worked with an estate planning attorney to create a living trust, then congratulations! You have completed a...

Walter Cifuentes
Jun 27, 20213 min read


3 Steps to Improve Your Online Security
Given the flurry of online cyber attacks now is a good time to review your online security. We all know that there are no guarantees, but...

Steve Coker, CFP
Jun 20, 20212 min read


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



