TRANSITION and THRIVE™
John Stokes Financial is a wealth-management firm serving individual and corporate clients, with a focus on professionals in transition. Through TRANSITION and THRIVE™ workshops and personal counseling, the team helps you navigate through life and career changes, to set new goals with more peace of mind. Our Certified Financial Planners (CFPs), Investment Advisor Representatives, Insurance Agents, Employee Benefits Specialists, and Trust Attorneys work closely together to maximize your options in transition, provide a personalized financial-planning experience, and help secure your financial future. We are nationally recognized for financial expertise and comprehensive knowledge of state-and-federal benefits for those in transition. Over 500 corporations have sought our experience, advice, and services. Today, our clients include many of America’s leading corporate professionals.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Term insurance is the simplest form of life insurance. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When you’re married and have children, insurance needs will be different.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.