Many prioritize the connection between where they spend their money and how they invest, leading to a surge in Socially Responsible Investing (SRI) and a higher focus on Environmental, Social, and Governance (ESG) criteria.
Many retirees consider moving closer to their grown children and grandchildren. How can you make that move a central component of your plan?
Couples must embark on their financial journey together. Here are the top reasons that doing so can enhance your money and your marriage.
Money plays a prominent role in your life, but it isn't necessarily the most important element. Learn how to reframe your perspective on money to live a happier more fulfilling life.
Charitable giving is a cornerstone of many people's financial and personal lives. How can you make charitable giving part of your plan during a pandemic and beyond?
With the holiday season comes the demands of your time, finances, and mental health. Take some time to give yourself and loved one’s grace and gratitude this season.
In times of uncertainty and change, it’s best to lean on your goals, values, and plan to get you where you want to be. Today, we are going to look at four best practices for managing your money post-election.
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.
Faith-based investing allows people to financially assist businesses that uphold the tenets of their faith, bringing more meaning and intention to their financial life. Is it right for you?
Live out the legacy you want to leave behind. A legacy is more than the future. It is right now. What can you do to further your legacy today?
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.
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.
We want to thrive in our environment and use the tools and resources we have to build a beautiful life. But there are many things that stand in our way. One element that has certainly proven itself a formidable opponent is the coronavirus pandemic. While we may still be weathering this storm, there is a way to bring light and life to your finances this year.
Married couples have a unique opportunity to create a Social Security plan that supports both people. This makes spousal and survivor benefits so important. Let's take a closer look at what these are and how they will impact you.
Social Security is an important part of your retirement plan. Our team at Step by Step will help you evaluate your needs and create a strategy that will optimize your goals both now and in the future.
Resolutions come from a place of positivity and introspection. They are a catalyst for change but perhaps aren’t the most efficient vehicles to help us get there. This year, you can do something different. You can change your resolution into something that can help you make the change you wish to see: a goal.
Having transparency in your financial life when it comes to your emotions can help you better plan and execute a financial strategy that is centered around your values and priorities. Money will never stop being emotional and it is important to embrace those emotions, understand where they are coming from, and use them to make an impact on your life and the lives of those around you.
When was the last time you reviewed your personal and financial goals? The beginning of the year is a great time to do it!
Merry Christmas from my family to yours! While it is still a time of celebration, it is also a time of reflection and looking ahead. Can you see what's next?
Earlier this week I read a reflection by Karen Culbertson on the eulogy of his father's life given by President George W. Bush. I was struck by the eulogy myself, but she expresses her thoughts far more clearly than I could mine. She says: