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

Tracy Stewart, CPA

Just another WordPress site

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

Peace of mind through financial clarity.

5 Thoughts on New Grads and Money

June 12, 2019 by Tracy Leave a Comment

Financial tips for college graduatesEntering the world of adult finance is hard. This will help. [Read more…]

Filed Under: budgeting, Financial Literacy, financial planning Tagged With: budgeting, financial planning

Debt Confessions: Tips for a Tough Conversation

January 30, 2018 by Tracy Leave a Comment

Talking about debt with spouse“I have $60,000 in credit card debt, so you may not want to marry me” and other ideas for debt confessions. [Read more…]

Filed Under: budgeting, financial planning Tagged With: budgeting, debt, financial planning

5 financial choices you will regret in 5 years

January 15, 2018 by Tracy Leave a Comment

Financial choices you will regretIn my line of work, I hear people express financial regrets often. Here is a list of top 5 money decisions that are likely to make you wish for a “re-do”. Catch them before it’s too late! [Read more…]

Filed Under: budgeting, financial planning, personal finance, Retirement Tagged With: budgeting, financial planning, insurance

5 money ideas for adult caregivers

January 11, 2018 by Tracy Leave a Comment

Money for adult caregiversTaking care of an ailing family member can be incredibly rewarding. It can also come with very real financial costs. Here is what you need to consider before you make your decision. [Read more…]

Filed Under: elder planning, financial planning, Retirement Tagged With: budgeting, elder care, elder planning, financial planning, insurance

Life Planning 101: How should you use credit cards?

January 10, 2018 by Tracy Leave a Comment

Credit cards are a financial item that can be helpful, if managed the right way. So how do you use credit cards without derailing your long-term financial future? [Read more…]

Filed Under: Financial Literacy, financial planning, your money minute

Life Planning 101: How to create and work with a budget

January 9, 2018 by Tracy Leave a Comment

It’s not enough to have a destination in mind, you need a map to help you get from Point A to Point B. Your money works the very same way — and here’s the secret for reaching your financial and life goals. [Read more…]

Filed Under: budgeting, financial planning, personal finance, your money minute

10 Questions to Test Your Financial Literacy

December 11, 2017 by Tracy Leave a Comment

A person in a collard shirt.The United States is the land of entrepreneurs, millionaires and… poor financial literacy? Read on to test your knowledge! [Read more…]

Filed Under: Financial Literacy, financial planning, Retirement Tagged With: financial literacy, financial planning, retirement

How Much Will I Need to Save for Retirement?: Common Money Advice Series

December 7, 2017 by Tracy Leave a Comment

If you’re thinking about retirement, it’s likely you’ve heard the advice to save 70% of your pre-retirement income. But will that be enough for you to enjoy a long, lasting retirement? [Read more…]

Filed Under: financial planning, Retirement, your money minute

Is 10% of Gross Income Enough for Retirement Savings?: Common Money Advice Series

December 5, 2017 by Tracy Leave a Comment

There’s nothing like a nice, round number like 10% to consider when saving for retirement. But is this really the best advice on retirement savings? [Read more…]

Filed Under: financial planning, personal finance, Retirement, your money minute

5 Good Signs for Early Retirement

December 4, 2017 by Tracy Leave a Comment

PunchingHoliday break got you thinking about early retirement? Read on for five signs that you might be ready! [Read more…]

Filed Under: Financial Literacy, financial planning, Retirement Tagged With: financial literacy, financial planning, retirement

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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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