Original articles from David De Koekkoek, CFP®, EA, focused on the work of managing money through retirement and across generations.
Financial Administration
Paychecks may end, but bills, tax deadlines, account statements, and recordkeeping do not. We look at the practical responsibilities that persist or intensify in retirement — and how to organize them.
David De Koekkoek, CFP®, EA
Published July 2026 · Last reviewed July 2026
Family Coordination
Helping a parent with money requires more than good intentions. This article outlines authorization, privacy, and the practical steps that make the arrangement clear and respectful.
David De Koekkoek, CFP®, EA
Published July 2026 · Last reviewed July 2026
Medicare and IRMAA
Income-related monthly adjustment amounts can surprise retirees. We explain how IRMAA connects to tax-year income and why it should be part of retirement planning.
David De Koekkoek, CFP®, EA
Published July 2026 · Last reviewed July 2026
Trust Responsibilities
Trust administration depends on clear, recurring records. We describe what trustees should look for in account reconciliations, tax documents, and reporting from helpers.
David De Koekkoek, CFP®, EA
Published July 2026 · Last reviewed July 2026
Family Coordination
Delegation works best when roles are written down. This article offers a framework for assigning tasks among family members, trustees, and professionals while keeping the client informed.
David De Koekkoek, CFP®, EA
Published July 2026 · Last reviewed July 2026
Send a note and we'll point you toward the right resource or schedule a private conversation.
