TRANSITION and THRIVE™
John Stokes Financial is a wealth management firm focusing on corporate professionals in transition. We are a nationally recognized firm, with over 500 corporations having sought our advice, services, and experience. A large number of America's leading corporate professionals are clients of John Stokes Financial.
You go through many transitions in life- starting a family, planning for retirement, career changes. Wealth management is more than just investment advice; it encompasses all parts of a person's financial life. As a wealth management firm we provide a comprehensive approach to help you thrive during your transition. We take all aspects of your life into account and guide you through taking care of today and planning for tomorrow. Our team believes THRIVE is more than money ... it's peace of mind.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
An increasing number have been developed to help individuals with their personal finances.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
To choose a plan, it’s important to ask yourself four key questions.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.