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Blog

Kevin Jacobs | Oct 11, 2023

Market Drop

Inflation
Interest
Investments
Economy
What's going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let's discuss.
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Kevin Jacobs | Oct 11, 2023

Tragedy in Israel. What's Next?

I'm writing to offer some thoughts on the horrific situation unfolding in Israel.
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How High Will Interest Rates Go | Step By Step Financial OK
Kevin Jacobs | Sep 4, 2023

How High Will Interest Rates Go?

Investments
Interest
Inflation
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Let’s discuss.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Kevin Jacobs | Aug 22, 2023

Preparing for Lifetime Income in Retirement

Retirement Planning
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Row of townhomes
Kevin Jacobs | Aug 17, 2023

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement Planning
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Want To Retire Before Your Spouse | Step By Step Financial
Step By Step Financial | Jun 15, 2023

What To Do If You Want To Retire Before Your Spouse

Retirement Planning
Planning your and your spouse’s retirement will require you to get specific about what that era of your life will look like. Sometimes, it’s not always possible
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Retirees Traveling Without Insurance | Step By Step Financial
Step By Step Financial | Jun 1, 2023

Are You Traveling Without Insurance? How Retirees Can Stay Safe On Their Next Trip

Retirement Planning
Goals & Priorities
Financial Planning

When envisioning retirement, travel is one of the top activities that come to mind for many. With less or no work, more time, and savings to pull from, many

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Step By Step Financial | May 15, 2023

Should You Babysit for Free? How Grandparents Can Set Boundaries With Their Kids

Retirement Planning

Setting boundaries can be challenging as a parent - even as a parent of adults! This can present itself when the idea of babysitting grandkids comes up. You

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Step By Step Financial | May 3, 2023

What The Fiduciary Oath Actually Means, and How We Apply It Everyday

Financial Planning

Finding someone you can fully trust in the financial world can seem overwhelming. After all, you’re trusting someone with something meaningful and personal - it

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Step By Step Financial | Apr 17, 2023

Can You Afford to Delay Collecting Social Security Until 70?

Retirement Planning

Regarding Social Security, the timing of when you choose to collect can dramatically impact cash flow in retirement and a draw-down strategy for your other

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Step By Step Financial | Apr 2, 2023

Why Proactive Tax Planning Can Save Retirees A Lot Of Their Hard Earned Money

Tax Strategy

Like many other aspects of life, being proactive regarding taxes is good. This is an often-overlooked aspect of taxes, as many people passively wait until tax

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Step By Step Financial | Mar 1, 2023

What is Tax Loss Harvesting (and Why It's Better For Your Money Than You Realize)

Tax Strategy

With April 15 looming, it's essential to do what you can to prepare for your upcoming tax bill- and beyond. If you had a rough quarter, we know a strategy that

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