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Steve Coker, CFP
Feb 18, 20243 min read
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
Feb 9, 20243 min read
Keeping your identity safe
Capital One, Home Depot, 7-Eleven, TJMaxx, Marshalls, and even the credit reporting site Equifax have one thing in common – all have been...
Steve Coker, CFP
Feb 2, 20242 min read
China’s “Lehman” Moment
China Evergrande Group, once China’s largest real estate developer, was ordered into liquidation by a Hong Kong judge this week, igniting...
Steve Coker, CFP
Jan 27, 20242 min read
A Presidential Election Year
It is a Presidential election year and once again we are fielding many questions about the impact elections will have on the market. If...
Steve Coker, CFP
Jan 21, 20241 min read
Updated Retirement Plan Contribution Limits 2024
The IRS has published the 2024 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...