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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What can be learned from the savings rate?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Three things to consider before dipping into retirement savings to pay for college.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.