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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


Tax Changes Are Coming: An update
After months of anticipation the House Ways and Means Committee has finally released their tax proposals. I have not written much about...

Steve Coker, CFP
Sep 17, 20212 min read


Social Security: Why you should wait
Filing for Social Security too early is one of the biggest mistakes that retirees make. We have written about this before, but it still...

Steve Coker, CFP
Sep 10, 20212 min read



