Without Counsel Plans Go Wrong, but With Many Advisers They Succeed.

Many retirees anticipate that they will spend less in retirement, but that's not always the case. How can you prepare to spend smarter? Let's find out.

Proactive tax planning is critical for your retirement wealth-building strategy because it saves you money and helps preserve the longevity of your nest egg.

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.

Most financial advice encourages people to retire without debt. Where does your mortgage fit? Let's take a look.

The GameStop stock event has sparked much conversation. How did this company continue to make headlines, and will the fallout impact your finances?

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.

Is this the year you are going to retire? Be sure you can answer these 6 questions first.

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?

How can pre-retirees better prepare for the rising cost of healthcare in retirement? An important savings tool is an HSA. What is an HSA, and how can it impact your savings journey?

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?