Broker Check

(661) 254-2981

Theresa M. Stewart, C.P.A. Accountancy Corporation

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow