Retiring Soon? Do You Have all Your Questions Answered?

Written by Kevin Jacobs on November 4, 2011 in broken arrow, Certified Financial Planner, CFP, fee based, fee only, Fee Only Financial Planner, Financial Planning, Investing, Retirement Planning, Tax Planning, Tulsa - No Comments

If you are looking at retiring soon, do you have the answers to the questions to adequately prepare for this time in your life?  I have listed below and also included in the video typical questions I help clients answer.  If you have these questions, you may want to consider seeking out a financial planning professional.

  • Will I outlive my retirement savings?
  • What will I spend my time in retirement doing?
  • Will social security be available to me?
  • Should my annuity really be inside of an IRA account?
  • How much money do I really need to retire?
  • I want to retire early.  How much should I be saving now?
  • I am a teacher.  What pension payout option should I select?
  • What will be my cost of living in retirement?

What Should You Expect from Step By Step Tax and Financial Planning

Written by Kevin Jacobs on November 3, 2011 in Certified Financial Planner, Enrolled Agent, fee based, fee only, Fee Only Financial Planner, financial advisor, financial planner, Investing, Retirement Planning, Tax Planning - No Comments

SBS_What_to_Expect (Click here to listen to short audio version of this blog.)

What should you expect if you engage Step By Step Tax and Financial Planning for holistic tax and financial planning services?

1.  Straight Talk

2.  Easy Access

3.  Value for Your Money

4.  All-Inclusive Approach

5.  Adaptive & Ongoing Service


Looking for a Planner? Want to know who we serve best?

Written by Kevin Jacobs on November 2, 2011 in broken arrow, Enrolled Agent, fee based, fee only, financial planner, Investing, Oklahoma, Retirement Planning, Tax Planning - No Comments

I often get asked who would be a good fit for the services we offer here at Step By Step Tax and Financial Planning.  Well just watch this short 2-minute video and you will find out.