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Steve Coker, CFP
Dec 2, 20192 min read
2019 Year-End Tax Planning Ideas
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...
Steve Coker, CFP
Apr 26, 20193 min read
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of...
Steve Coker, CFP
Jul 20, 20153 min read
Reducing Your Taxes In Retirement
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of challenges...