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Steve Coker, CFP
- Jan 7, 2019
- 2 min
A Letter From Our President in 2019
I love milestones, the markers in the road that remind you of how far you have traveled. Each one is a sign of the progress that we have...
Steve Coker, CFP
- Dec 3, 2018
- 2 min
What is a Capital Gain Distribution?
During the month of December mutual funds often make large cash distributions to shareholders based on the capital gains that were...
Steve Coker, CFP
- Nov 26, 2018
- 2 min
What is Bothering Stocks?
Over the past 8 weeks, the S&P 500 has erased its gains for the year and is now officially in correction territory with a 10% decline...
Steve Coker, CFP
- Nov 5, 2018
- 2 min
Moving in Retirement? How to Keep Your California Property Tax Basis
There are a few excellent tax breaks for retirees in high tax California and Propositions 60 and 90 are two of the best. These laws...
Steve Coker, CFP
- Oct 22, 2018
- 2 min
Do You Need Life Insurance in Retirement?
Many people are surprised to hear that they may not need life insurance in retirement. Life insurance is something that most have...