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Retirement Center

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

 Watch Now

11 Key Questions For Planning A Secure Retirement

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10 Ways to Save Money

two-paddles-axe-and-leatherwork-732435-unsplash.jpgWhile it may not seem so, there are a lot of painless ways to save money.

IRC Section 1202 - Qualified Small Business Stock

What Founders Need To Know About IRC Section 1202 - Qualified Small Business Stock.

While starting a business is an exciting venture, it can be challenging for a new startup to keep abreast of all the latest changes to the tax code.  In our latest blog, I’ll be sharing information about Founder St

When You Retire Without Enough

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees to strive for that goal. If you have $1 million in invested assets when you retire, you can withdraw 4% a year from your retirement funds and receive $40,000 in annual income to go along with Social Security benefits (in ballpark terms, about $30,000 per year for someone retiring from a long career). If your investment portfolio is properly diversified, you may be able to do this for 25-30 years without delving into assets elsewhere.1

Why Taking a Loan from Your Retirement Plan is a Bad Idea

Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because these loans are not only risky, but injurious, to your retirement planning.

Generational Group Acquires Wealth Management Firm Talis Advisors

Generational Group is pleased to announce that one of its companies, Generational Capital LLC, has acquired a majority stake in Talis Advisors. The acquisition closed Oct. 1, 2018, and terms of the transaction were not disclosed.

National Preparedness Month

The Cambridge Dictionary defines “prepare” as making or getting something ready for something that will happen in the future. It also states: “to expect that something will happen and to be ready for it.”

Retirees...Check Your Withholdings

It may need to be adjusted due to the 2017 federal tax reforms.

Dream About Retiring Abroad? It Doesn't Need To Be Just a Dream.

If you’ve always dreamed of living abroad, now may be the best time. Today, there are around 400,000 American retirees residing outside the United States, with that number expected to grow over the next few years. Cost of living is often cited as one of the main reasons for the move.

Currencies and Sovereign Debt Issues

The Turkish lira has declined 43.7% year-to-date.   Turkey had $466.7 billion of external debt at the end of the first quarter.  Much of the debt is denominated in euros or US dollars and is owned by European and American banks.  READ MORE

Financial Missteps to Avoid

While so much of personal finance is common sense – don’t spend more than you make, don’t buy a house you can’t afford, start to invest money while you’re young, many young people today enter the workforce fresh out of college, with a boatload of student loans, and with no clue how to properly manage their money.

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