CFP® Professionals offer the "gold" standard of comprehensive financial planning. But what does that mean for your retirement plan? Here's how a CFP® Professional can help you create a tailored, ongoing financial strategy for your golden years.
The most nerve-wracking word in finance may be recession. Navigating a recession is challenging for many people, but especially retirees. With the value of your portfolio declining, it's harder to withdraw the exact amount and set yourself up for future growth.
It’s always been our mission to cultivate deep, meaningful relationships with our clients, and that starts with reliable, clear, and compassionate communication. Learn more about our communication approach.
Interested in becoming a client? We'd love to talk with you! Here's all about how you can schedule an appointment with our team.
Things are going to look a little different around here! Learn all about our updated service offerings and all the new value you can expect as a client.
What's the American Rescue Plan? Are there provisions that will benefit you? Let's take a closer look at how retirees could be impacted.
Investing can be complex. Building a tax-efficient, diversified portfolio (or several) suited to your risk tolerance and capacity, time horizon, and goals is no small feat.
The GameStop stock event has sparked much conversation. How did this company continue to make headlines, and will the fallout impact your finances?
Couples must embark on their financial journey together. Here are the top reasons that doing so can enhance your money and your marriage.
At Step by Step, we are passionate about helping married couples navigate their financial lives to and through retirement. Here are our 4 best practices for developing healthy money habits for a strong, happy marriage.
There are several ways to approach financial planning. Ours centers on your unique goals and values. How does that translate into a strategy? We use the CFP Board's 7 Step Financial Planning Process.
Our first blog introduced the idea of what a fiduciary advisor is and why it has been an integral component of the CFP Board since its inception. Today, we are going to discuss the other 11 rules that make up this 15-part system. Let’s get started!
Working with a fiduciary seems to be on any check-list for people in search of a new advisor, but what does being a fiduciary really mean and why does this designation affect you, the client?
Your finances are a deeply personal part of who you are. In order to reach your goals, you need to work with someone who understands what they are and has a clear vision for helping you get there.