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Creating a budget – Mint.com
Creating a budget is one of the most important steps to financial peace and confidence. While we all know this, very few of us take the...

Steve Coker, CFP
Jul 17, 20203 min read


Covid cases are up but the market doesn’t care
The S&P 500 hit a 4-week high on Friday, continuing to grind higher in the face of rising cases of Covid-19. We have previously said that...

Steve Coker, CFP
Jul 10, 20203 min read


When and how to enroll in Medicare
Medicare enrollment is a key event that occurs age at 65 for most people. Even with this date in mind, the timeline and enrollment...

Carole Meitler
Jun 26, 20203 min read


Should I take my pension as a lump sum?
If you are trying to decide whether to take your pension as a lump sum or as monthly payments, then let’s start by saying...

Steve Coker, CFP
Jun 20, 20204 min read


The Labor Market Isn’t Dead Yet
May’s employment report provided some much-needed positive news in the midst of a terrible economic picture. Instead of the large drop in...

Steve Coker, CFP
Jun 11, 20202 min read



