Our Professional Perspective On The GameStop Stock Sensation
The GameStop stock event has sparked much conversation. How did this company continue to make headlines, and will the fallout impact your finances?
Why Married Couples Need To Be Strong Financial Partners
Couples must embark on their financial journey together. Here are the top reasons that doing so can enhance your money and your marriage.
Top 4 Personal Finance Tips For A Happy 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.
What Is The 7 Step Financial Planning Process? (And Why It Matters)
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.
Why Do You Need An Advisor Who Is A Fiduciary? Part 2
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!
Your CFP® Professional Has To Be A Fiduciary, Always. Why Care? Part 1
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?
Are You The Right Fit For Our Firm?
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.