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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What does the Tax Reform and Jobs Act mean for you?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A look inside the U.S. government's statistics on household net worth.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
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
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
Are you ready for retirement? Here are five words you should consider.
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?