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A California Update
What is happening with the California economy? While news about the nation’s economy is everywhere, sometimes it is hard to find out how...
Steve Coker, CFP
Jul 25, 20162 min read
Medical Expenses in Retirement - What You Can Expect
For many Americans finally retiring from their job means more than just walking away from a paycheck; it also means walking away from...
Steve Coker, CFP
Jul 11, 20162 min read
Retiring Before Age 59.5: The SEPP
There is a common misconception among Americans that you cannot retire before age 59.5, and it is simply not true. The belief does rest...
Steve Coker, CFP
Jun 27, 20163 min read
What is a Brexit and Why Should I Care?
Markets have sold off for the past week largely in response to concern that Britain will ‘exit’ the European Union. The so-called...
Steve Coker, CFP
Jun 20, 20163 min read
The Risk of 401(k) Loans
Many 401(k) plans have the option of taking a loan against the retirement account that is paid back over a period of a few years. While...
Matt Davis
Jun 13, 20162 min read
