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Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Steve Coker, CFP
Feb 25, 20193 min read


Give Stock, Save Taxes, Give More
If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock...

Steve Coker, CFP
Feb 19, 20192 min read


What is a 1099-R?
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...

Steve Coker, CFP
Feb 4, 20192 min read


Rising risks, but good data
After a bear market (20%) decline in stocks in the 4th quarter of 2018, the stock market is off to a positive start in 2019. When you...

Steve Coker, CFP
Jan 28, 20193 min read


A Letter From Our President in 2019
I love milestones, the markers in the road that remind you of how far you have traveled. Each one is a sign of the progress that we have...

Steve Coker, CFP
Jan 7, 20192 min read



