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Is it time to refinance my mortgage?
Interest rates are once again near all time lows and it may be worth considering a refinance of your home mortgage. Before you call your...

Steve Coker, CFP
May 16, 20203 min read


10 Tips for Teaching Your Kids About Money
In honor of a very important day today, we wish all you moms a happy Mother’s Day! We hope you feel truly honored and loved today and...

Carole Meitler
May 8, 20206 min read


Buying High and Selling Low – Why trading can destroy your portfolio
Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...

Steve Coker, CFP
May 1, 20204 min read


New Member of the Coker Clan
We are happy to announce the birth of Steve Coker's first granddaughter Pheobe Elena Donner! She was born on 4/15/20 and is happy and...
Guest
Apr 24, 20201 min read


Roth Conversions
With the stock market down due to the present COVID-19 crisis, it’s a great time to consider a Roth conversion if you have assets in a...

Carole Meitler
Apr 24, 20203 min read



