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Trump's Tax Vision
Last week in Missouri, Donald Trump finally began to cast his vision for tax reform. Over the past 10 months, we have heard little from...

Steve Coker, CFP
Sep 11, 20172 min read


Understanding Medicare Enrollment
This week I came across a 75-year-old retiree who had not yet signed up for Medicare. Since Medicare enrollment begins at age 65, this...

Steve Coker, CFP
Sep 4, 20172 min read


How Do My Savings Compare
We all want to know whether we are saving enough for retirement. We also want to know if we are doing a good job compared to our...

Steve Coker, CFP
Aug 20, 20172 min read


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
Aug 6, 20172 min read


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
Jul 9, 20173 min read



