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.

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.

When you leave a job, one of the most important financial decisions you'll face is what to do with your 401(k). Rolling it over into an IRA can be a smart move, but it's crucial to do it right to avoid costly tax penalties. In this article, we'll guide you through the process of rolling over your 401(k) to an IRA while keeping your hard-earned savings intact.

Just because a lender says 'yes' doesn't mean you should. Many people fall into the trap of thinking that a loan approval is a green light to splurge. But the reality is often more complex. A new car or home loan can quickly tighten your finances, leaving little room for savings or unexpected expenses. That's why it's crucial to look beyond the lender's approval and assess your true financial capacity