LifeSteps Financial

The SECURE legislation - which stands for Setting Every Community Up for Retirement Enhancement - puts into place numerous provisions intended to strengthen retirement security across the country.

Your information is important. Stay in control and keep it secure! Today is Data Privacy Day. Visit staysafeonline.org to learn more about staying safe online.

Asset custody. What is it? Why is it important? How is it used? LifeSteps Principal, Henry Ford, explains:

Mistakes happen, even when saving for retirement. But there are steps you can take to get back on track to achieving your goals. Learn about seven common mistakes and how to overcome them. https://bit.ly/2NH29Ao

One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way. https://cnb.cx/30Gsi7B

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

"The time is always right to do what is right." Thank you, Dr. Martin Luther King, Jr.

When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring. https://bit.ly/2sjNXWB

Caregiving can have major financial implications for those who give care and those receiving it. If you’re caring for an aging parent, here are some considerations that could help relieve financial stress. https://bit.ly/2NiS3Wk

Stay up to date with our #LifeStepsFinancial Briefing and Market Update. Sign up to receive our monthly insights here: https://bit.ly/2poGtMH

Meet the team! Henry Ford is Principal and Senior Advisor for LifeSteps Financial. He leads the firm in providing best-in-class service to clients and develops individual plans that fit specific objectives.

The stock market affects individual businesses in an economy in many different ways. In the US there are approximately 5,000 publicly-traded stocks that can be divided broadly into 11 global industry classifications (GICS).

The number of Americans age 65 and over who continue to work has doubled since 1985, according to a study by United Income. Learn about the pros and cons of encore careers. https://bit.ly/2sNONeg