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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

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

Financial Preparedness in Divorce after 50

July 4, 2017 by Tracy Leave a Comment

For many, the fear of the unknown is common in a divorce after 50 (also known as a gray divorce.) The unknown tends to revolve around finances and how to manage individual needs after the divorce.

Today we’ll explore the “unknown” — and what you need to know as you consider your financial needs during and after divorce. I talk about familiarizing yourself with property accumulated during your marriage and the need to work with a good financial planner to help you make sound financial decisions as you move forward. [Read more…]

Filed Under: Financial Literacy, grey divorce

Health Insurance and Divorce after 50

July 3, 2017 by Tracy Leave a Comment

Fear and anxiety are common in a divorce after 50 (also known as a gray divorce.) There are five common concerns associated with gray divorce, one of which is health insurance.

In today’s episode of Your Money Minute, I talk about health insurance and what you should do when considering your insurance needs in a gray divorce. [Read more…]

Filed Under: grey divorce

Dangers of Ignoring Healthcare Costs in Retirement

May 30, 2017 by Tracy Leave a Comment

Oh, the golden years of retirement. Boating, knitting, quiet hours of gardening, long chats with friends, and… lots of hospital visits?

Yes, healthcare is one of those retirement realities that most people would rather not think about. As life expectancy creeps up, we may have to budget for 30+ years of healthcare expenses post-retirement. Doctor visits, lab tests, medications – medical expenses can really add up, and that’s before we consider hospital stays! The numbers can get scary quickly, so much so that there are online healthcare cost calculators to help you be better prepared (try this one from the AARP).

No matter what your projected expenses look like, I find that being well-informed is the first step towards being well-prepared. Here is what your need to consider. [Read more…]

Filed Under: grey divorce, Retirement

Financial Advice for Golden-Years Divorces

February 21, 2017 by Tracy Leave a Comment

Knowing the ins and outs of your finances is always a good thing. But for divorcing couples, especially those nearing retirement age, financial literacy is paramount.

I had the opportunity to speak with the AICPA’s Journal of Accountancy and discuss financial literacy for golden-years divorces. You can read the full article here, but I’ve also included a few key takeaways below. [Read more…]

Filed Under: grey divorce

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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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