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Happy Tax Freedom Day!
April 23rd, 2017 is Tax Freedom Day, the day when Americans, on the whole, have earned enough to pay for the nation’s tax burden. This...

Steve Coker, CFP
Apr 24, 20171 min read


Leaving California Taxation in Retirement
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
Apr 17, 20173 min read


What is a Fair Share?
Ok. I’m a nerd. The nice thing is that I work with nerds. We spend a disproportionate amount of our ‘free time’ learning financial...

Steve Coker, CFP
Apr 3, 20172 min read


2017 Housing Forecast
It is spring and that means that home selling season is in full swing! For 2017 housing prices are set to keep growing, though at a...

Steve Coker, CFP
Mar 27, 20172 min read


What's Worth Reading
At this year’s Cedarstone Investor Conference we had a discussion of what investment news is worth reading. While there is a tremendous...

Steve Coker, CFP
Mar 13, 20172 min read



