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Steve Coker, CFP
Feb 3, 20233 min read
Social Security Survivors Benefit
When the unthinkable happens and one spouse dies, Social Security provides a benefit, commonly referred to as the widow’s benefit, to 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
Aug 12, 20192 min read
Do you need life insurance in retirement?
Many people are surprised to learn that they may not need life insurance in retirement. Life insurance is sold as something that...
Steve Coker, CFP
Mar 27, 20163 min read
Finance and Your Health
We all want to be just a little wealthier and healthier, and maybe just a little bit better looking. Luckily, a new study from Rutgers...