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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.

After the diagnosis: 5 steps to sorting out the financial side of chronic illness

April 9, 2018 by Tracy Leave a Comment

5 steps to sorting out the financial side of chronic illness

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

8 Budget-Friendly Ways to Continue Learning in Retirement

March 26, 2018 by Tracy Leave a Comment

A dog wears glasses.Who is ready to teach an old dog a few new tricks? [Read more…]

Filed Under: elder planning, Retirement, self-care Tagged With: aging, budget, financial planning, retirement

5 ideas for paying long-term care bills

December 26, 2017 by Tracy Leave a Comment

Paying for long-term care optionsCosts of hospital and nursing home care are the stuff of nightmares. However, you have choices to [Read more…]

Filed Under: elder planning, Retirement Tagged With: long term care, retirement

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

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

3 signs that you are likely to build wealth in your lifetime

November 27, 2017 by Tracy Leave a Comment

What determines whether someone will build up wealth during his or her lifetime? No, it isn’t high salary alone. Read on to find out if you already have what it takes! [Read more…]

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

Minimalist’s Guide to Retirement: Working with a budget

November 9, 2017 by Tracy Leave a Comment

Money may not solve all the world’s problems – but it sure can help you have more control over your life and the things you need to live it well. So when you’re thinking about your future, how can you plan to have more money (read: more control) when you are ready to retire? [Read more…]

Filed Under: budgeting, Retirement, your money minute Tagged With: budgeting, retirement

Developing a healthy perspectiv on retirement planning and goals

November 7, 2017 by Tracy Leave a Comment

What comes to mind when you think of retirement? The media may be selling a big fat lie on living the retired life – and it’s time you come up with your own ideas. [Read more…]

Filed Under: your money minute Tagged With: minimalism, retirement

How can minimalism help your retirement savings goals?

November 6, 2017 by Tracy Leave a Comment

Minimalism isn’t just for those youngsters tossing everything but a toothbrush, a single change of clothes and a few household necessities. If you’re planning for retirement (which you should be), minimalism could be a helpful approach to address your short- and long-term goals — and here’s why. [Read more…]

Filed Under: your money minute Tagged With: minimalism, personal finance, retirement, savings

Your Blueprint for Surviving Financial Storms

September 18, 2017 by Tracy Leave a Comment

Saving is difficult when life is normal and the sun is shining. But what happens if you lose a job, face a divorce or a medical diagnosis? Read on for advice for overcoming income shocks. [Read more…]

Filed Under: financial planning, personal finance Tagged With: divorce, job loss, 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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