Stewart Planning Group

Stewart Planning Group Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement.

At we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

298 S. Nova Road | Suite H | Ormond Beach, FL | 32174

Thinking about a prepaid debit card? Consider the pros and cons.
01/20/2016

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
01/18/2016

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Did you know that China owns a portion of US debt?
01/15/2016

Did you know that China owns a portion of US debt?

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Is your retirement portfolio subject to “sequence of returns” danger?
01/13/2016

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Calculating a capital gain or loss may not be as simple as it sounds.
01/11/2016

Calculating a capital gain or loss may not be as simple as it sounds.

Understanding how capital gains are taxed may help you refine your investment strategies.

Want to manage your taxable income?
01/08/2016

Want to manage your taxable income?

Have you explored all of your choices when it comes to managing your taxable income?

Take an inside look into Simplified Employee Pension plans.
01/06/2016

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

There are ways to improve your physical fitness without denting your fiscal fitness
01/04/2016

There are ways to improve your physical fitness without denting your fiscal fitness

There are ways to improve your physical fitness without denting your fiscal fitness.

Even low inflation rates can impact your retirement outlook over time.
01/01/2016

Even low inflation rates can impact your retirement outlook over time.

Even low inflation rates over an extended period of time can impact your finances in retirement.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
12/30/2015

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
12/28/2015

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Can group and private disability policies work together?
12/25/2015

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Address

Ormond Beach, FL

Telephone

+13866736697

Website

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