Stuart Financial Group

Stuart Financial Group Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)Stuart Financial Group and JWCA are

At SFG, we help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our business by reaching out, nurturing and maintaining close, trusting relat

ionships with each of our clients. Our specialties: Retirement Planning, Wealth Accumulation, Asset Protection, IRA Legacy Planning, Life Insurance, Income Planning, IRA & 401(k) Rollovers

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/31/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
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Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Do your kids have the right stuff for college?
08/24/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/21/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.New proje...
08/19/2026

Early estimates for the 2027 Social Security cost-of-living adjustment have moved lower as inflation moderates.

New projections suggest the 2027 COLA may fall between 3.4% and 3.6%.

The official adjustment has not been announced yet. The final number will depend on inflation data for July, August, and September.

Social Security COLAs are calculated using the Consumer Price Index for Urban Wage Earners and Clerical Workers, known as CPI-W.

July data showed CPI-W rose 3.4% over the past 12 months. The broader consumer price index also rose 3.4% year over year.

One estimate from AARP suggests a 3.5% COLA would raise the average retired worker’s benefit by about $73 per month.

For retirees and near-retirees, the COLA is an important reminder that inflation can affect income, purchasing power, household expenses, and long-term financial decisions.

New estimates show just how much Social Security benefits may increase in 2027, based on new government inflation data.

Being healthy may help your personal finances.
08/17/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
08/14/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Address

6411 Ivy Lane, Suite 520
Greenbelt, MD
20770

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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