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Steve Coker, CFP
Jun 3, 20221 min read
Medicare Enrollment: Remember age 65!
Remember that the “Initial Enrollment Period” for Medicare begins 3 months before the month of your 65th birthday and extends 3 months...
Steve Coker, CFP
Oct 28, 20192 min read
Big Changes Coming to IRAs: The SECURE Act
New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...
Steve Coker, CFP
Sep 30, 20193 min read
Social Security: Why you should wait
Filing for Social Security too early is one of the biggest mistakes that retirees make. While it is tempting to file early to receive a...
Steve Coker, CFP
Sep 23, 20193 min read
4 Tax Benefits for California Retirees
It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...
Steve Coker, CFP
Aug 26, 20193 min read
Want to retire in 5 years? – Here are 5 things to do now!
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...
Steve Coker, CFP
Jun 24, 20193 min read
Getting Your Docs In Order for Aging Parents
Aging can be difficult, and at some point, many of us will need some help taking care of our own affairs. When that time comes, it is...
Steve Coker, CFP
Feb 25, 20193 min read
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
Nov 5, 20182 min read
Moving in Retirement? How to Keep Your California Property Tax Basis
There are a few excellent tax breaks for retirees in high tax California and Propositions 60 and 90 are two of the best. These laws...
Steve Coker, CFP
Oct 1, 20183 min read
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
Aug 27, 20182 min read
Healthcare in Retirement - Developing a Health Insurance Strategy
Several weeks ago we wrote an article outlining the basics of healthcare costs. This week we continue our conversation with strategies...
Steve Coker, CFP
Jul 1, 20182 min read
The Cost of Healthcare in Retirement
One of the most daunting challenges facing retirees is the cost of healthcare. Without some type of employer-provided retiree healthcare,...
Steve Coker, CFP
Mar 18, 20183 min read
Can I Retire Before Age 59.5?
Can you retire before the age of 59.5? The quick answer is maybe, but many mistakenly believe that they simply cannot leave their job...
Steve Coker, CFP
Oct 15, 20173 min read
Diversification Strikes Again: Why We Stay Globally Invested
The concept of diversification is one of the hallmarks of modern investment theory. Diversification offers many benefits, most notably...
Steve Coker, CFP
Oct 24, 20163 min read
Overcoming the Black Hole of Retirement
“As I look out into retirement all I see is a black hole”. The comment from one of our clients struck me this week, and I have pondered...
Steve Coker, CFP
Jul 11, 20162 min read
Medical Expenses in Retirement - What You Can Expect
For many Americans finally retiring from their job means more than just walking away from a paycheck; it also means walking away from...
Steve Coker, CFP
Jan 31, 20163 min read
Want to Retire in 5 Years? - Here Are 5 Things to Do Now?
If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...
