Financial Tips

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

Deciding between a Traditional and Roth IRA can be a crucial step in your retirement planning. This week's blog post dives into a case study comparing the two options for a hypothetical 40-year-old, exploring the impact of taxes, long-term growth, and even inheritance considerations. Discover which strategy might be right for you and learn why personalized retirement planning is essential.

Discover how a couple nearing retirement increased their probability of success from 83% to 84% and added $200,000 to their projected inheritance through strategic retirement planning. Learn about international diversification and Social Security optimization.