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Retirement

Welcome to the Steward Advisors Retirement Center

Thinking about retirement can be a stressful time. How will you know when you'll have enough money to retire? What are the best practices when it comes to Social Security? What can you do now to help ensure you can enjoy your retirement? We've compiled resources and information to help you navigate through the many questions you likely have. On this page you will find video/webinars, white papers, articles and more.

How Financially Prepared Are You For Retirement?

 Take This 3-Minute Survey To Find Out

Maximizing Retirement Income: Making Social Security Work For You

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11 Key Questions For Planning A Secure Retirement

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Preparing to Sell Your Business: What is your exit strategy?

Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do?  Find a buyer, of course. Many savvy business owners know that nothing as monumental as selling a business should be done quickly. Read on to learn some helpful pointers for formulating your exit strategy.

The FIRE Movement: Financial Independence, Retire Early

FIRE: A radical new approach to working, saving, and retiring.

Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing interest worldwide.

Strategies For Retiring Single

If you're heading into retirement as a single person, you'll want to replace your income...and stay socially engaged.

About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report, which also found that 22% of Americans aged 65-74 live alone.1

The Problem of Money Paralysis

Not making a move may not always be the best move to make.

A decision not made may have financial consequences. Sometimes, we fall prey to a kind of money paralysis, in which financial indecision is regarded as a form of “safety.”  

Could Social Security Really Go Away?

That may be unlikely, but the program does face definite financial challenges.

Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume that no action will be taken to address Social Security’s financial challenges between now and then.

March 2019 Economic Update

In this month’s recap: domestic and foreign shares (and many commodities) advance, as two major
investor anxieties ease for the moment.

You could say that Wall Street breathed a collective sigh of relief in February. Investors were encouraged by new developments in U.S.-China trade negotiations and by the minutes from the Federal Reserve’s most recent policy meeting. On Main Street, consumer confidence improved, while consumer spending kept pace. Home sales declined once more, but so did mortgage rates. Optimism about the potential of the markets seemed to outweigh pessimism about possible economic deceleration. The S&P 500 gained 2.97% for the month.1

Is America Prepared to Retire?

Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring without enough money saved (16%) and anxiety about having a “rainy day” emergency fund (14%). These findings come from the 2018 Consumer Financial Literacy Survey conducted by the National Foundation for Credit Counseling. (The survey collected data from 2,017 U.S. adults.)1

Important IRA Deadlines Are Approaching

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.

*April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s).

*April 15 is the deadline for making 2018 contributions to a traditional or Roth IRA.1

Let’s discuss the contribution deadline first, and then the deadline for that first RMD (which affects only those IRA owners who turned 70½ last year).

Succession Planning: Preparing for a Smooth Transition

A successful finale. If you are an entrepreneur, what is the final act for you and your business? If you have been successful, you likely want the company you created to be able to continue once you are no longer at the helm. For that reason, many people in your position create a succession plan to implement when the time comes.

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