By John McBride The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect in 2019, resulting in several changes to IRA distribution rules. The age for required minimum distributions (RMDs) increased from 70½ to 72 years… Read More
The Financial Needs Hierarchy
By John McBride Many are familiar with Abraham Maslow’s famous Hierarchy of Needs, as illustrated by a layered triangle initially published in his 1943 paper, “A Theory Of Human Motivation.” The concept has found its way into various management training… Read More
Top 5 Takeaways From 2020
By John McBride The end of the year is upon us, and many of us are ready to put 2020 in the rearview mirror. While we may not yet be out of the woods regarding the pandemic, it feels like… Read More
Year-End Tax Strategies
As the year comes to an end, it’s important to review your current tax situation and consider any options you may have to make the most your 2020 return. Here are a few essential yearend tax planning strategies to consider… Read More
Post-Election Economic Forecast
Our advisors, John McBride and Jordan Banning, spoke during a recent webinar on the Post-Election Economic Forecast and Tax Planning Strategies for year-end. We have put together the following blog as a partial transcript from our webinar. To view the… Read More
Election Results And The Market: Perspective from a Financial Advisor
By John McBride The 2020 election is right around the corner, and in this highly partisan environment, I feel it is important to share my thoughts and give a little perspective. Let me begin by providing a little political… Read More
Why I Became A Financial Advisor
There’s no denying it: money, and how you handle it, can make or break your life (and your stress levels). While I’ve always had an interest in finances, the passion for it comes from knowing how much of an impact… Read More
Introducing Our Newest Financial Advisor: Jordan Banning
Stewardship Wealth Advisors is pleased to announce the newest addition to our team! As a comprehensive wealth management firm, we always strive to offer our clients exceptional service and focused, personalized attention. Our mission is to help you feel confident,… Read More
Grand Opening of our New Phoenix Office!
“Financial success alone is hollow, it is only when combined with a balanced-life that one can find true happiness and joy.” This was the message written in John’s first correspondence when he first started as a financial advisor over 17… Read More
Stewardship for Life, Inc. is now Stewardship Wealth Advisors!
As your trusted financial advisors, it is our mission to always grow in ways that will best serve our valued clients. For the past 17 years, John McBride with Stewardship for Life, Inc., has been serving our hard-working clients by… Read More