Search
Steve Coker, CFP
Sep 18, 20203 min read
Gifting to Children – when does the gift tax apply
In my opinion, both financial planning and estate planning focus too heavily on leaving money to children at death and overlook one of...
Carole Meitler
Sep 4, 20205 min read
Medigap Policies for Original Medicare
According to Nationwide Retirement Institute, 72% of retirees wish they understood Medicare coverage better and Cedarstone is here to...
Guest
Aug 13, 20204 min read
Wisdom Before Wealth: Financial wisdom for the next generation
For young people, finances can often be an area of trepidation and mystery. Students feel as if their lives are on hold until they...
Steve Coker, CFP
Aug 8, 20203 min read
3 Top Tax Planning Opportunities for 2020
Changing income and changing tax rules are opening new opportunities for tax planning. Here are our 3 new tax planning opportunities for...
Walter Cifuentes
Jul 24, 20203 min read
I Have a Trust – Now What?
Many people feel like they have finished preparing for their family’s financial future after setting up a trust. But they often forget a...
Steve Coker, CFP
Jul 17, 20203 min read
Creating a budget – Mint.com
Creating a budget is one of the most important steps to financial peace and confidence. While we all know this, very few of us take the...
Carole Meitler
Jun 26, 20203 min read
When and how to enroll in Medicare
Medicare enrollment is a key event that occurs age at 65 for most people. Even with this date in mind, the timeline and enrollment...
Steve Coker, CFP
Jun 20, 20204 min read
Should I take my pension as a lump sum?
If you are trying to decide whether to take your pension as a lump sum or as monthly payments, then let’s start by saying...
Steve Coker, CFP
Jun 11, 20202 min read
The Labor Market Isn’t Dead Yet
May’s employment report provided some much-needed positive news in the midst of a terrible economic picture. Instead of the large drop in...
Steve Coker, CFP
May 29, 20204 min read
How to Deal with Job Uncertainty
Weekly unemployment claims are declining, but the number of new claims still topped 400,000 last week and many Americans remain concerned...
Steve Coker, CFP
May 22, 20202 min read
Some Good News
My family has been enjoying John Krasinski’s “Some Good News” (available on YouTube) during the shutdown. Krasinski’s regular...
Steve Coker, CFP
May 16, 20203 min read
Is it time to refinance my mortgage?
Interest rates are once again near all time lows and it may be worth considering a refinance of your home mortgage. Before you call your...
Steve Coker, CFP
May 1, 20204 min read
Buying High and Selling Low – Why trading can destroy your portfolio
Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...
Carole Meitler
Apr 24, 20203 min read
Roth Conversions
With the stock market down due to the present COVID-19 crisis, it’s a great time to consider a Roth conversion if you have assets in a...
Steve Coker, CFP
Apr 19, 20202 min read
The Other Side of the Valley
Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the...
Carole Meitler
Apr 3, 20203 min read
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
Steve Coker, CFP
Mar 27, 20203 min read
The CARES Act – What’s in it?
As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has...
Steve Coker, CFP
Mar 21, 20202 min read
3 Tips to Weather Volatility
We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed...
Carole Meitler
Mar 6, 20205 min read
Investor Basics: Mutual Funds
Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are,...
Steve Coker, CFP
Feb 28, 20202 min read
Coronavirus Concern 2.0
On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had...
