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Giving Wisely
A man came to my door this week to ask for money. He held up a series of papers with official-looking seals, claiming that these...

Steve Coker, CFP
Dec 19, 20162 min read


Tax Reform Taking Shape
While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of...

Steve Coker, CFP
Dec 12, 20163 min read


California's Vulnerable Counties
While California’s overall economy continues to grow, there are still parts of the Golden State that are struggling, remaining stagnant,...

Steve Coker, CFP
Nov 20, 20161 min read


It's Trump. Now What?
Donald Trump will be the next President of the United States. Whether you are elated or devastated by Trump’s surprising victory on...

Steve Coker, CFP
Nov 14, 20164 min read


Overcoming the Black Hole of Retirement
“As I look out into retirement all I see is a black hole”. The comment from one of our clients struck me this week, and I have pondered...

Steve Coker, CFP
Oct 24, 20163 min read



