Broker Check


Take control of your finances by staying up to date on things to consider and what's happenings at Steward Wealth Strategies.


Thursday, May 18, 2017

One of life’s greatest challenges is to achieve your goals and wishes within the confines of an often limited financial situation.


Tuesday, May 16, 2017

How would an early retirement, for example at age 62 vs. age 65, affect your Social Security benefits? How will those benefits be taxed? and Is it in your best interest to continue working to earn extra income when your Social Security bene


Thursday, May 11, 2017

The Social Security benefits you receive are based on the income you have earned over the course of your life, subject to a maximum amount.


Tuesday, May 9, 2017

It is important to be aware of how your age can affect your retirement decision-making. Here are some important age milestones to consider.


Thursday, May 4, 2017

If you are trying to stay “even” in a low-interest rate environment by sitting on the sidelines and not making any investments, you run the risk of going backward on an after-tax, inflation-adjusted basis.


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Tuesday, May 2, 2017

Investors can expect more VOLATILITY in 2017. This means caution is warranted – caution, but not panic!


Thursday, April 20, 2017

Even if you take great care in preparing your Federal tax return, after you have filed it, you may discover that some information is missing or incorrect. Recognizing that mistakes and omissions can occur, the IRS allows taxpayers to amend


Tuesday, April 18, 2017

The IRS has taken steps to help simplify the resolution of disputes with them. It’s called the Taxpayer Advocate Service (TAS), and there is an advocate located in each state, the District of Columbia, and Puerto Rico.


Thursday, April 13, 2017

If you earn $400 or more on your own, you must file Schedule SE along with your tax return.


Tuesday, April 11, 2017

The good news is that many of these relationship-building expenditures are tax deductible, provided your company keeps accurate records and can prove that the outlays were in fact business-related.


Thursday, April 6, 2017

Fortunately for taxpayers, current long-term capital gains rates are relatively favorable, and lower-income investors now owe no capital gains taxes on the sale of certain types of assets.


Tuesday, April 4, 2017

The April 15th tax deadline always seems just around the corner. Preparing in advance to file your federal income tax return might help make a sometimes overwhelming process easier to tackle.


Thursday, March 30, 2017

After every tax season, you probably file away a copy of your income tax return for your own records. You’ve probably wondered, “How long should I keep these records?”


Tuesday, March 28, 2017

In addition to fraud directly concerning your finances, identity thieves can also use your information to commit crimes that may affect your taxes.


Thursday, March 23, 2017

Did you know that searching for a new job can be tax deductible?


Tuesday, March 21, 2017

How to get started on creating an estate plan.


Thursday, March 16, 2017

If you have a complicated return or are simply unable to complete your tax return by the due date, usually April 15th , you may be able to get an automatic six-month extension for filing an individual return (but not for payment of ta


Tuesday, March 14, 2017

Seven essential tiems to consider when creating an estate plan.


Thursday, March 9, 2017

Understand the difference between tax credits and tax deductions.


Tuesday, March 7, 2017

The primary purpose of estate planning is to preserve your wealth and assure that it is transferred to your designated beneficiaries at the time and in the manner of your choice. Moreover, an estate plan can assist in making the transfer as


Thursday, February 9, 2017

Although money does not equal happiness or love, financial stability and having a long-term financial plan are great indicators of people who love themselves, at least enough to try to ensure that their most basic needs of adequate food, sh


Tuesday, February 7, 2017

The first time you step on to the financial planning playing field, you may feel a bit unsure about the process. However, with a little bit of insight into how financial planning works, you’ll be able to make the entire process a prod


Thursday, February 2, 2017

Life in the 21st Century offers many exciting challenges and opportunities. Today, there are many financial strategies that can help you reach your short- and long-term goals. Your financial professional can be a valuable resource as you re


Tuesday, January 31, 2017

Even in these often hectic times, you set aside valuable time to visit your dentist and doctor to maintain your physical health, but have you set aside the time to take care of your fiscal health?


Friday, January 27, 2017

Steward Wealth Strategies announces today that Matthew Foushee has been promoted to Wealth Manager.


Thursday, January 26, 2017

Creating a financial budget can be a challenge. Committing to it over the long term may be even more difficult. But, a “pay yourself first” approach can positively impact your long-term budgeting, spending, and investing plan.


Tuesday, January 24, 2017

Is your financial house in order? From time to time, it’s good to review and organize. Use some of the following helpful hints to make the task a little easier and more effective:


Thursday, January 19, 2017

At some point in your life, you probably have heard about the importance of developing a budget. But, why is a budget so important? Perhaps you simply spend what you must and save whatever’s left over. Or, perhaps you spend all you h


Thursday, January 12, 2017

Get SMART about setting goals to motivate yourself and track your success. SMART goal setting consists of following a series of steps defined by the following six acronyms:


Thursday, December 29, 2016

Remember, a strong offense may be your best defense against identity theft. So, learning more about this crime and taking preventive measures now can help protect you from becoming a victim in the future.


Tuesday, December 27, 2016

This family-focused time presents an ideal opportunity to look toward the future honestly and realistically and to talk with family members about their future wishes concerning long-term care.


Friday, December 23, 2016

Click above to be take nto the TWC News website and view the video of Brant Spesshardt disccussing year-end tax tips with Caroline Blair of TWC News.


Thursday, December 22, 2016

You may want some control over how your donation is used by the charity. This may be accomplished through donor advised funds or private foundations.


Tuesday, December 20, 2016

It is important to take the time to prepare an inventory of pertinent financial information. This inventory will prove invaluable to a surviving spouse, another family member, or a close friend who must manage your financial affairs af


Thursday, December 15, 2016

Taking the time to make your home less inviting to potential burglars may help prevent theft or damage while you are away.


Tuesday, December 13, 2016

By supporting an organization or cause, you may be able to lessen your tax bill. As you plan your giving, remember it’s important to keep accurate records in the event that you need to substantiate such gifts.


Thursday, December 8, 2016

The Internal Revenue Service (IRS) has tried to eliminate most of the guesswork by stating that you may deduct the current fair market value (FMV), or whatever the clothes would fetch at a used clothing outlet.


Tuesday, December 6, 2016

Donating a used car or other vehicle to charity is a great way to support the nonprofit of your choice, while also allowing you to claim a deduction on your Federal income tax return. But the rules governing vehicle donations have tightened


Thursday, December 1, 2016

It’s important to keep accurate records of charitable donations in the event you one day need to substantiate such gifts. Therefore, you should obtain a receipt to confirm your charitable contribution.


Tuesday, November 29, 2016

The team at Steward Wealth Strategies, recently attended the Advisor Group’s 2016 ConnectED conference. Gen. Colin Powell, Brit Hume, Karl Rove and Donna Brazil were guest speakers.


Tuesday, November 29, 2016

Tax planning is more advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to minimize tax liability, which will leave more income for you and/or your family.


Thursday, November 24, 2016

Why do I need a will? What is the first step my spouse and I should take? What other estate matters should I consider?


Tuesday, November 22, 2016

Each year, the advertisements seem to start earlier than the last: The holiday season is right around the corner! How can you avoid the pressure to overspend, while retaining the pleasure of gift-giving with family and friends?


Friday, November 18, 2016

Software giant Bill Gates has pledged billions of dollars in his lifetime to various causes. One thing is for sure, the numbers involved with such gifts are truly staggering. But, the gifting principles and the tax and philanthropic benefit


Tuesday, November 15, 2016

Given the uncertain future of Social Security and the decline in popularity of traditional pensions, taking initiative to save for retirement is more important than ever. Individual Retirement Accounts (IRAs) and employer-sponsored qualifie


Thursday, November 10, 2016

Once a year, it’s critical to review your existing long term care (LTC) insurance plan in order to analyze Federal legislation that may impact the tax treatment of your premiums and assess any changes in your personal f


Tuesday, November 8, 2016

Creating a financial budget can be a challenge. Committing to it over the long term may be even more difficult. But, a “pay yourself first” approach can positively impact your long-term budgeting, spending, and investing plan.


Thursday, November 3, 2016

As you know, lowering your tax bill involves careful planning. In fact, there’s hardly an aspect of your financial situation, savings, education, real estate, investments, retirement funding, or estate planning, that isn’t influ


Tuesday, November 1, 2016

As you manage your taxes at year-end, one important, constant goal should be to reduce your adjusted gross income (AGI), which equals your gross income (salary, investment earnings, etc.) less your allowable deductions and exemptions.


Friday, September 23, 2016

Steward Wealth Strategies is pleased to announce their team of professionals as SmartVestor Pros. Brant Spesshardt, CFP®, N. Alex Townsend, III, MBA, CLTC, and Dennis Bohm are now SmartVestor Pros with Dave Ramsey’s organiz


Thursday, September 15, 2016

Is your growing business still a one-person operation? As your company continues to grow and the workload increases, it is easy to find yourself wearing too many hats and not having enough hours in the day to accomplish everything that need


Thursday, September 15, 2016

No matter how much money you make, the earlier and more completely you master the money in your life, the more likely you are to achieve what everyone wants, a financially comfortable today and a financially secure tomorrow.


Thursday, September 15, 2016

Today, claims of “negligence” are filed more frequently than ever before. This can be problematic for professionals because the failure to provide reasonable service could be cited in many situations. Negligence may be claimed i