Articles By Gary Stewart

Gary Stewart is a highly accomplished Financial Consultant and host of the weekly financial radio show, Safe Money and Income Radio Show, a program dedicated to addressing the needs of retirees to plan and protect their retirement.As a retirement and income planning specialist, Gary has spent over 40 years assisting retirees and those near retirement in protecting their savings, reducing income taxes, and taxes on Social Security benefits as well as creating retirement income guaranteed to last a lifetime. Gary has extensive knowledge in retirement planning, portfolio and asset management, insurance, and real estate. Gary’s expertise coupled with a keen sense of the financial markets grew his client base in the thousands.
May 13, 2022

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“One overlooked pitfall of retirement planning that can wreak havoc on your portfolio is “uncompensated risk.”-  Gary Stewart Even the least sophisticated investors accept that higher rewards aren’t possible unless. . .

April 29, 2022

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“Annuities were never designed to be 100% liquid. However, modern annuities are now created with features that make your cash significantly more accessible.”- Gary Stewart. Some consumers’ understandable objection to. . .

April 1, 2022

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“Direct indexing isn’t exactly a new financial strategy. However, it has become increasingly popular lately due to declining trading costs.”- Gary Stewart. Any investment choices you make need to align. . .

February 23, 2022

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“To paraphrase John Cougar Mellencamp, businesses can go on “long after the thrill is gone.” If you are a small business owner, do you recognize the signs it’s time to. . .

January 15, 2022

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“You didn’t get a deduction for that bedroom set when you bought it. But if you sell it at a garage sale, you might wind up with a tax bill. . .

December 4, 2021

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“Protecting your paycheck is a crucial consideration. Don’t underestimate the impact an income-disrupting injury or illness could have on your retirement plans.”- Gary Stewart Is your paycheck protected? An essential. . .

November 3, 2021

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After running multiple scenarios against actual financial market returns and inflation rates between 1926 and 1992, personal finance guru William Bengen articulated the well-known “4% Rule”. Bengen was surprised to. . .

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