Search


What is a 1099-R?
It is that lovely time of year that we all like to look forward too - Tax Season! You might have noticed something in your mailbox that...

Walter Cifuentes
Jan 29, 20212 min read


Updated Retirement Plan Contribution Limits 2021
The IRS has published the 2021 contribution limits for your 401k, IRA and other retirement plans. Now is a great time to review your...

Steve Coker, CFP
Jan 22, 20211 min read


The Year Ahead – 2021 Outlook
When we wrote our 2020 outlook almost exactly one year ago, we outlined a basic expectation for 2020 and then highlighted the key risks...

Steve Coker, CFP
Jan 15, 20213 min read


2020 A Year in Review
Now that 2020 is over there are many who would rather not look back! Certainly 2020 will be remembered as a challenging year as many...

Steve Coker, CFP
Jan 8, 20213 min read


Can Money Buy Happiness
‘Tis the season to be …giving. We can’t help but notice the more generous spirit we see during the Christmas season. Furthermore, in some...

Carole Meitler
Dec 18, 20204 min read



