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Year-End Tax Planning While the Rules Are Changing
As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...

Steve Coker, CFP
Nov 3, 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


What is a Fair Share?
Ok. I’m a nerd. The nice thing is that I work with nerds. We spend a disproportionate amount of our ‘free time’ learning financial...

Steve Coker, CFP
Apr 3, 20172 min read


Tax Reform Taking Shape
While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of...

Steve Coker, CFP
Dec 12, 20163 min read