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The High Cost of Variable Annuities
I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from...
Steve Coker, CFP
Feb 7, 20204 min read


Inflation Watch
We all hate inflation when the cost of goods and services rise. Fortunately, for more than a decade, inflation in the United States has...
Steve Coker, CFP
Oct 15, 20182 min read


What to Do with Good News
The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent...
Steve Coker, CFP
Feb 26, 20183 min read


A Letter From Our President in 2018
A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...
Steve Coker, CFP
Jan 2, 20182 min read


Last Minute 2017 Tax Planning
With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...
Steve Coker, CFP
Dec 17, 20173 min read


Updated Retirement Limits for 2018
The IRS has issued updated retirement limits for 2018. IRA contribution limits will remain the same but there will be a slight increase...
Steve Coker, CFP
Nov 3, 20171 min read