Step By Step Insights
Financial security, one step at a time, with planning, investing, and taxes working together.
Step By Step Financial and Step By Step Tax Solutions provide coordinated financial planning, investment advice, and tax preparation for families and individuals in the Tulsa area and beyond.
September Small Business Workshop Recap
Recap of the Owasso Chamber of Commerce Small Business Workshop covering budgeting, banking, tax planning, and financial statements. Key takeaways for business owners.
Back to School, Back to Life: A Season to Reset
Whether you're a parent, grandparent, or long past your school years, this season still marks a shift. It's more than just 'back to school', it's back to life. A season to reset.
Stuck in the Middle: How the Sandwich Generation Can Survive Financially
Balancing college costs, caregiving expenses, career demands, and trying to hold onto your own financial future? Practical survival strategies for managing multiple financial responsibilities without losing yourself.
Our Three-Pronged Investment Approach
How strategic asset allocation, location, and dedication work together to create more predictable investment outcomes and reduce risk in your portfolio.
3 Times in Life You Need a Tax-Focused Financial Plan
Most people think about taxes once a year when they file a return. But the most important tax decisions often happen outside of tax season. Learn the three critical times when tax-focused financial planning becomes essential.
New Tax Law Highlights-Planning for 2025 and Beyond
Important highlights from the One Big Beautiful Bill Act (OBBB) including higher standard deductions, senior deductions, expanded HSA rules, and changes to tax brackets that affect your planning.
Preparing for Lifetime Income in Retirement
There was a time when old retirement planning models like 'the 70 percent rule' were more common. The reality is that the cost of retirement has increased significantly, and some retirees may need to save above their pre-retirement income.
Selling Your Home After Retirement: The Benefits of Downsizing
If you're nearing retirement age, you're probably thinking about what life will look like once you've stopped working full-time. Moving to a smaller home is a great way to save money during retirement.
What To Do If You Want To Retire Before Your Spouse
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 or desirable for both spouses to retire simultaneously.
Are You Traveling Without Insurance? How Retirees Can Stay Safe On Their Next Trip
When envisioning retirement, travel is one of the top activities that come to mind for many. Having insurance while traveling is an important yet sometimes overlooked factor. Here's how to stay safe on your next trip as a retiree.
Should You Babysit for Free? How Grandparents Can Set Boundaries With Their Kids
Setting boundaries can be challenging as a parent - even as a parent of adults! Learn how to establish clear boundaries around babysitting grandkids and finances.
You Don't Get A Paycheck, So How Do You Get Paid In Retirement?
In retirement, getting 'paid' looks different. Learn how to navigate the transition from saving to spending and create regular retirement income.
What is Tax Loss Harvesting (and Why It's Better For Your Money Than You Realize)
Tax loss harvesting can be your portfolio's silver lining. Learn this strategy that enables you to offset capital losses from capital gains.
How Retirees Can Actively Protect Themselves Against Elder Abuse
One aspect of retirement that often gets overlooked is how vulnerable those in that stage of life are to abuse and scams. If you know what to look out for, there are ways to protect yourself from falling prey to scams or other forms of elder abuse.
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