A complete estate plan protects your family, clarifies your wishes, and keeps your legacy intact. This Estate Management Checklist walks you through the essential documents and decisions every retiree should have in place—from wills and healthcare directives to beneficiary forms and business succession planning. Use this guide to ensure your estate is organized, up to date, and easy for your loved ones to navigate.
Maximizing Social Security benefits is about far more than simply delaying your claim. From coordinating worker, spousal, and survivor benefits to timing your income strategically, retirees have more options than they realize. This article breaks down the most effective strategies—especially for widows and widowers—so you can make informed decisions and secure the strongest lifetime benefit.
Preparing for retirement can feel overwhelming, but you may be more ready than you think. This 10-step Pre-Retirement Checklist helps you evaluate where you stand—financially, emotionally, and practically—so you can step confidently into the next chapter of life. From income planning and tax strategies to Medicare, long-term care, and your personal bucket list, this guide highlights the essential steps every future retiree should take. If you’re not completely ready yet, don’t worry—there’s a clear path forward.
Inflation and healthcare costs are rising fast—even here in Tulsa. In this article, CFP® Cory Jobe explains how these trends could impact your retirement and how smart, planning-first strategies can help protect your future.
63% of Americans fear outliving their savings more than death. In this article, Tulsa-based CFP® Cory Jobe explains why that fear is so common — and how to create a personalized plan that helps your money last. From inflation to healthcare costs, here’s how to retire with confidence.
Imagine a couple, 62, with over $1 million in assets, aiming for an $8,000 monthly retirement income. While their plan looks solid, could it be optimized? Discover how strategic Roth conversions can unlock millions in tax savings and legacy growth, turning 'fine' into extraordinary