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Concentrated Giving to Maximize Tax Deductions
If you are charitably minded, you should be aware of changes under the recent Tax Cuts and Jobs Act that may change the way you give. Let...
Steve Coker, CFP
Jun 4, 20182 min read
How Much Cash Should I Hold?
While we believe that making your money work for you is important, it is also important to hold some cash in checking and savings for...
Steve Coker, CFP
May 21, 20182 min read
A Living Trust Is for Life
Many times when people set up their trusts, they focus on what will happen to their assets upon their death. However, a trust is also an...
Steve Coker, CFP
May 13, 20182 min read
An Update on the Fiduciary Rule
In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was...
Steve Coker, CFP
Apr 30, 20182 min read
If Rates Are Rising, Should I Still Be In Bonds?
One of the questions we're frequently asked is: “If interest rates are rising, should I still be invested in bonds?” The question arises...
Steve Coker, CFP
Apr 22, 20183 min read
