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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.

5 Ways to Make the Kitchen a Safer Place for Mom

May 6, 2019 by Tracy Leave a Comment

Kitchen safety for aging parentsHelp your parents age-proof their kitchen! [Read more…]

Filed Under: elder planning, Working with investment advisors Tagged With: elder care, elder planning

3 Technologies for Senior Living

April 8, 2019 by Tracy Leave a Comment

Technology for senior livingIdeas for tech that will make senior life easier. [Read more…]

Filed Under: elder planning Tagged With: elder care, elder planning

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

Creating a Power of Attorney for Healthcare: Estate Planning Lessons with Jimi Hendrix

November 16, 2017 by Tracy Leave a Comment

Medical decisions are often tough and important. What happens if you’re unable to make one of these decisions for yourself — in a situation where you’re incapacitated or in a coma? [Read more…]

Filed Under: elder planning, Working with attorneys, your money minute Tagged With: elder law, elder planning, estate planning, power of attorney

Creating a Durable Power of Attorney: Estate Planning Lessons with Jimi Hendrix

November 15, 2017 by Tracy Leave a Comment

Did you know: With a power of attorney, you can grant someone (known as an “agent”) the legal authority to act on your behalf. But what happens when you become mentally or physically incapacitated — will your power of attorney be functional and valid? [Read more…]

Filed Under: elder planning, Working with attorneys, your money minute Tagged With: elder law, elder planning, power of attorney

Aging parents and money: 3 ways to strike the right balance

October 16, 2017 by Tracy Leave a Comment

Helping your aging parents with money management issues can be a delicate balancing act. Wondering how to give them advice, when to insist on a tough conversation and when to let it go? Read on for 3 ideas to help in a manner that actually works. [Read more…]

Filed Under: elder planning Tagged With: elder care, elder law attorney, elder planning

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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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