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Rethinking Retirement: You’re Just Getting Started
It may seem a bit counter cultural, but what if retirement isn’t the finish line—but a starting line? What if retirement was more a like...
Carole Meitler
1 day ago3 min read


Tariff Turmoil Continues
The S&P 500 dropped 6.1%, the Dow tumbled 2,262Â points, and the Nasdaq sank 6%Â on Friday, hitting their lowest levels since last May of...
Steve Coker, CFP
Apr 52 min read


Tariff Turmoil
Over the last few weeks markets have been whipsawed by tariffs. In February Trump announced 25% tariffs on goods from Canada and Mexico,...
Steve Coker, CFP
Mar 142 min read


Avoiding taxable gains when selling your home
It is a common problem. You have owned your home for many years and now you would like to sell the home. The good news is that the home...
Steve Coker, CFP
Mar 144 min read


Social Security Government Pension Offset: Update
On January 5th, 2025 the Social Security Fairness Act was signed into law, eliminating the controversial Government Pension Offset...
Steve Coker, CFP
Mar 92 min read