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Steve Coker, CFP
- Nov 4, 2023
- 2 min
Relief
War in Europe and the middle east, rising oil prices, inflation, rising interest rates, political polarization…there is plenty to worry...
Steve Coker, CFP
- Oct 28, 2023
- 2 min
Year End Tax Planning for 2023
We have a divided government and an imminent presidential election. As a result, no significant tax legislation has been passed in 2023,...
Steve Coker, CFP
- Oct 20, 2023
- 3 min
The Second Half of Your Life
I had several conversations this week about the stress of retirement, both in terms of the financial stress of retirement – will there be...
Steve Coker, CFP
- Oct 15, 2023
- 4 min
Life Insurance Basics
There is a saying that ‘life insurance is sold, not bought’. Compare, for example, shopping for life insurance with shopping for a car....
Steve Coker, CFP
- Oct 6, 2023
- 3 min
Why Are Interest Rates Skyrocketing?
During the month of September interest rates not only continued their march upward, they skyrocketed higher, spooking the stock market...