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Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...

Steve Coker, CFP
Mar 18, 20193 min read


Creating a Living Legacy
Many of my clients have a goal of leaving money to their children, usually a dollar amount that they would like to have ‘left over’ after...

Steve Coker, CFP
Mar 4, 20193 min read


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



