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Want to retire in 5 years? – Here are 5 things to do now!
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...

Steve Coker, CFP
Aug 26, 20193 min read


Protecting your Schwab account – beyond the password.
Protecting your financial information online begins with a good password but it doesn’t have to end there. By now, I am sure that you...

Steve Coker, CFP
Aug 19, 20192 min read


Do you need life insurance in retirement?
Many people are surprised to learn that they may not need life insurance in retirement. Life insurance is sold as something that...

Steve Coker, CFP
Aug 12, 20192 min read


Is Inflation Dead?
The Federal Reserve lowered the Federal Funds target interest rate by .25% this past week to 2.25%, marking the first Federal Reserve...

Steve Coker, CFP
Aug 5, 20192 min read


Keeping Track of Your Spending
If you want to have confidence in your finances, tracking your spending is an important first step. Regardless of your income, out of...

Steve Coker, CFP
Jul 29, 20193 min read



