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Steve Coker, CFP
- Feb 25, 2019
- 3 min
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
- Feb 19, 2019
- 2 min
Give Stock, Save Taxes, Give More
If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock...
Steve Coker, CFP
- Feb 11, 2019
- 2 min
Tax Tip: The Backdoor Roth IRA
Do you find yourself with some extra cash that you would like to get invested, consider a backdoor Roth IRA. Many of our higher earning...
Steve Coker, CFP
- Feb 4, 2019
- 2 min
What is a 1099-R?
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
- Jan 28, 2019
- 3 min
Rising risks, but good data
After a bear market (20%) decline in stocks in the 4th quarter of 2018, the stock market is off to a positive start in 2019. When you...