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7 Deneison Street
Timonium, MD 21093

Century Accounting & Financial Services

(410) 560-2667

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

CENTURY ACCOUNTING & FINANCIAL SERVICES

What is your
retirement strategy?

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Have you delayed
in setting up a college plan for your children?

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Have you put off finding a trusted advisor to discuss issues that could affect your business and family?

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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.

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All Muni Bonds Are Not Created Equal

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Test Your Estate Strategy Knowledge

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Making Sense of U.S. Household Net Worth

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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This calculator will help determine whether you should invest funds or pay down debt.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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