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Gary Stewart

About Gary Stewart

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. Website: stewartwealthadvisors.com

Office: (804) 864-5910 | Stewart Wealth Advisors

Articles by Gary Stewart


Gary Stewart
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. Website: stewartwealthadvisors.com

Office: (804) 864-5910 | Stewart Wealth Advisors

How Can You Protect Your Savings Against “Uncompensated Risk”?

May 13, 2022/in Retirement Planning/by Gary Stewart

“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 one is willing to take more risks.” No risk, no gain” is one of the most widely-accepted tenets of modern investing. However, financial academics and […]

21st Century Annuities Have Some Solutions To The Liquidity Issue

April 29, 2022/in Annuities, Retirement Planning/by Gary Stewart

“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 deferred annuities is the perceived inability to access their cash in an emergency without heavy penalties. Annuities are tax-advantaged retirement income tools. As such, they […]

What Is “Direct Indexing,” And Why Would You Consider It?

April 1, 2022/in Investing/by Gary Stewart

“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 with your risk tolerance, your desire for liquidity and control, and your overall financial goals. That being the case, if you like the idea of […]

Should You Sell Your Business And Retire? These Four Red Flags Might Mean The Time Is Right For An Exit.

February 23, 2022/in Retirement Planning/by Gary Stewart

“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 quit?”- Gary Stewart If you’re like most business owners or self-employed professionals, you’ve probably wondered how life without employees, inventory, marketing, and stress looks. Maybe […]

Do you use third-party payment apps? Be aware of new IRS reporting requirements.

January 15, 2022/in Investing/by Gary Stewart

“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 unless you’re careful”- Gary Stewart   Starting January 1, 2022, anyone receiving $600 or more in payments for goods and services through third-party payment companies […]

If You Still Work, Should You Consider Buying Disability Insurance?

December 4, 2021/in Retirement Planning/by Gary Stewart

“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 asset most Americans possess is the ability to work and earn a paycheck. So, what happens if you lose your ability to make […]

Is the “4% Rule” the Gospel truth or wishful thinking?

November 3, 2021/in Annuities, Retirement Planning/by Gary Stewart

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 discover that, despite stock market crashes and economic downturns, portfolios with 50% equities and 50% bonds did not typically run out of money for 30 […]

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