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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...
Steve Coker, CFP
- Sep 29, 2023
- 3 min
Strategic Roth Conversions: Maximizing Retirement Savings While Minimizing Taxes
Roth conversions are an often-overlooked strategy for reducing taxes and optimizing retirement funds. This article aims to demystify Roth...
Steve Coker, CFP
- Sep 22, 2023
- 2 min
The Fed Spooks the Market
I think that I’ve seen this movie before! Like part VII of a repetitive movie series (I’m looking at you Avengers), the Federal Reserve...
Steve Coker, CFP
- Sep 15, 2023
- 4 min
Downsizing your house in retirement
Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go...
Steve Coker, CFP
- Sep 8, 2023
- 2 min
How working impacts Social Security
If you are retired and considering going back to work, even part-time, your Social Security Retirement benefits may be affected. Here are...