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Tax Tip: You can still contribute to your 2019 IRA
The CARES Act has delayed the IRS 2019 tax filing deadline to July 15th, 2020. If you have taken advantage of the delay and still have...

Steve Coker, CFP
Jun 5, 20202 min read


How to Deal with Job Uncertainty
Weekly unemployment claims are declining, but the number of new claims still topped 400,000 last week and many Americans remain concerned...

Steve Coker, CFP
May 29, 20204 min read


Some Good News
My family has been enjoying John Krasinski’s “Some Good News” (available on YouTube) during the shutdown. Krasinski’s regular...

Steve Coker, CFP
May 22, 20202 min read


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



