Search


Steve Coker, CFP
Jan 121 min read
Updated Retirement Plan Contribution Limits 2025
The IRS has published the 2025 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...


Steve Coker, CFP
Jan 34 min read
2025 Outlook
Forecasting is always a dangerous business. Look at 2023 and 2024, when many economists were predicting a major recession and stock...


Steve Coker, CFP
Dec 13, 20242 min read
Do I Need Umbrella Insurance?
I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...


Steve Coker, CFP
Dec 7, 20243 min read
Trump 2.0: Bearish or Bullish?
Thus far the market has hardily approved of President Trump 2.0. The S&P 500 sat at 5712 on November 4th, just before the election. One...


Steve Coker, CFP
Nov 24, 20242 min read
Don't name just one of your children as IRA beneficiary
It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...