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Steve Coker, CFP
- Aug 6, 2017
- 2 min
Is My Pension Protected?
While pensions are a complex topic most private (non-governmental) pensions are backed by a pension trust established by your employer to...
Steve Coker, CFP
- Jul 9, 2017
- 3 min
Inheriting an IRA? 4 Key Rules You Should Know
If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other assets....
Steve Coker, CFP
- Jun 26, 2017
- 2 min
Don't name just one of your children as IRA beneficiary
It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...
Steve Coker, CFP
- Jun 19, 2017
- 3 min
Valuation Check
At 96 months, the current economic expansion is one of the longest on record, leaving many markets participants, ourselves included, to...
Steve Coker, CFP
- Jun 5, 2017
- 2 min
Don't Save 10% of Your Income, Save 50% of Your Raise
I am often asked by those starting out in their careers, “How much should I save?” It is a great question of course, and one that we...