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Cokie's Blog

Saying yes to your financial future!

Travel Agent On Your Financial Journey

Hujambo! (Hello in Swahili) The start of a new year always brings a sense of fresh beginnings; but it can also...

Stocks Start 2018 With Jump

The first week of 2018 is behind us, and across the globe, stocks experienced a strong start to the year....

A Tax Bill Before the Holiday

As we headed into the long holiday weekend, the markets continued to climb as tax reform moved forward. For the...

What You Need To Know About Tax Reform

What You Need To Know About Tax Reform Proposed Tax Reform: Key Details to Know 1. What Similarities the Plans Share At...

Stocks End Up After Busy Week But Tumble Today

Once again, the markets ended last week in positive territory – and all 3 major domestic indexes hit new record highs....

Data Drives More Growth

Another week, another round of positive market performance. The 3 major domestic indexes again ended the week with gains and new...

Business Tax Deductions

Prepare for 2018 Tax Filing

With the 2016 filing extension behind us, now is the time to start prepping your 2017 taxes files. Here are a...

Manage Your Charitable Gifts

Throughout the year, many taxpayers choose to make charitable donations, which they can deduct on their tax returns. If you gave...

Another Banner Week

Last week, all 3 major U.S. markets hit record highs once again. The Dow added 2.00% to notch both intraday and...

Reconstruct Records After a Natural Disaster

If you’ve experienced a natural disaster, such as a hurricane, you may have to recover records in order to prove your...