CENTURY ACCOUNTING & FINANCIAL SERVICES
Trust Alan to look at your whole personal financial picture and develop a plan – not just sell you product.
Alan P. Stokes, CPA, RFC, has over 30 years of expertise as a licensed CPA. He has experience working with hundreds of small businesses, non-profit organizations, and individuals as a CPA and also as a Financial Specialist and strategist. Alan helps his clients keep all their financial affairs working for them – not against them.
Alan has been a licensed financial services representative for over 15 years. He is also a licensed insurance representative in the area of life, health & disability. Clients benefit from Alan’s depth of experience and ongoing education in the field.
For a complimentary meeting with Alan Stokes, call our office at (410) 560-2667.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
For homeowners who think their property taxes are too high, there are ways to appeal.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.