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Tracy Stewart, CPA
  • (979) 324-8179
  • (979) 324-8179
  • Location
  • Contact
  • Menu

Tracy Stewart, CPA

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  • (979) 324-8179
  • (979) 324-8179
  • Location
  • Contact
  • Menu

Peace of mind through financial clarity.

For Richer and for Poorer: Second Marriage Money Issues

April 3, 2018 by Tracy Leave a Comment

A nervous bride hugs her groom while crossing her fingers behind his back.Don’t just cross your fingers and hope for the best! Here’s how to enter a second marriage without repeating first-timer money mistakes. [Read more…]

Filed Under: Collaborative divorce, grey divorce Tagged With: financial planning, marriage, prenup

Addition and Divorce: Now What?

January 21, 2018 by Tracy Leave a Comment

Collaborative divorce and addictionNo divorce is ever “easy”, but divorce from an addict can have its unique set of challenges. [Read more…]

Filed Under: Collaborative divorce, Non Financial Divorce Issues Tagged With: addiction, Collaborative Divorce, divorce

Divorce and Social Security: 3 things you need to know

September 4, 2017 by Tracy Leave a Comment

Wondering how your divorce will affect Social Security? Get your facts straight before you make an irreversible mistake! [Read more…]

Filed Under: Collaborative divorce, grey divorce, Retirement

The 3 Legs of a Divorce Process

August 28, 2017 by Tracy Leave a Comment

A trio of three-legged stools.Divorce is a three-legged stool. Neglect one leg, and you will find yourself in a heap on the floor! Here is what you need to know to arm yourself and create the best post-divorce outcomes. [Read more…]

Filed Under: Collaborative divorce, financial planning

5 Questions I Wish My Clients Would Ask Me

April 24, 2017 by Tracy Leave a Comment

A professional's hands rest on a clipboard with a pen across from a stressed and greiving pair of clients.As a neutral financial planner, I get a lot of questions from clients who are considering (or just beginning) the collaborative divorce process. The details of those questions vary from couple to couple, but most of them come down to “Am I going to be financially OK?” That is completely understandable: after all, the thought of being financially crippled by the divorce settlement is real and scary.

However, I do wish clients would ask other questions, too – ones that would help them choose the right financial planner for them, and give them a sense of what it will be like to collaborate on designing the financial future after the separation. Here are 5 questions I wish they would ask. [Read more…]

Filed Under: Collaborative divorce

6 Resolutions to Manage a Stressful Divorce in the New Year

January 2, 2017 by Tracy Leave a Comment

Managing divorce stress in the new year.The last couple of weeks in December offer an opportunity for many of us to look back at 2016 and set goals and resolutions for 2017. Losing weight, asking for a raise and eating better are some of the typical examples. However, if this time of year has you going through (or contemplating) divorce, chances are your goals for the year will look quite different. Here are some ideas for resolutions that will help you through this tough time. [Read more…]

Filed Under: Collaborative divorce, Non Financial Divorce Issues

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Thanks for all the help, advice and encouragement. It's a real pleasure learning from an informed, honest and caring person. I sleep so much better at night. Thank you for everything!
L.B.

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