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Steve Coker, CFP
2 days ago2 min read
Big Social Security Changes – WEP and GPO Repealed
I did not think that it would ever happen! After years of lobbying the “Social Security Fairness Act” was passed at the end of December,...
Steve Coker, CFP
7 days ago1 min read
Updated Retirement Plan Contribution Limits 2025
The IRS has published the 2025 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...
Steve Coker, CFP
Jan 34 min read
2025 Outlook
Forecasting is always a dangerous business. Look at 2023 and 2024, when many economists were predicting a major recession and stock...
Steve Coker, CFP
Dec 13, 20242 min read
Do I Need Umbrella Insurance?
I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...
Steve Coker, CFP
Dec 7, 20243 min read
Trump 2.0: Bearish or Bullish?
Thus far the market has hardily approved of President Trump 2.0. The S&P 500 sat at 5712 on November 4th, just before the election. One...