Investing In What Matters Most
OUR CLIENTS GAIN A SENSE OF FREEDOM by knowing that all pieces of their financial life are being managed in the most effective way and are part of an overall plan. We help them take steps toward the achievement of their goals and ultimate vision for their lives. We partner with our clients to achieve the maximum impact on the people and organizations that are most significant to them.
A TEAM OF PROFESSIONALS both within and outside Stewardship Advisory Group, are utilized to develop financial strategies and an action plan.
These strategies include:
- Goal setting
- Developing an Investment Policy Statement
- Retirement Income Planning
- Minimizing Taxes
- Insurance Planning
- Estate Planning
- Health Care Planning
- Education Planning
- Liability Management
- Life Legacy Planning
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It sounds simple, but paying yourself first can really pay off.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.