We're here to be an educators of sorts. Our goal in this blog is to deliver relevant information for those folks who run, manage or own a business with a retirement plan and provide some news/updates in the world of finance for individuals. Yes, 401(k)s, IRAs and other kinds of financial jargon are particularly dry, but we'll make things a little more interesting and help you to understand the complexities of retirement planning and company sponsored retirement plans. Thanks again for stopping by and we hope you find the info helpful to you, your friends and family and your business.
Monday, September 17, 2018
4 Little known ways to maximize income during retirement. Put money away in HSA Postpone Social Security Benefits Begin taking tax deferred money earlier Invest in real estate If you’re like me, or if you wan tto secure a long...
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Friday, July 20, 2018
Hi All, We've been working hard on our podcast and are happy to say episodes 3 and 4 are now up for your listening pleasure. In episode 3, Brian and I go into the importance of a budget and a few ways to be more proactive in your...
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Monday, June 4, 2018
Income vs Expenses Hey All! We posted the second episode of the podcast, and we've had a few inquiries about our Income vs. Expenses budgeting worksheet. Attached you'll find the file for your use. Remember, the first step to regaining...
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Monday, May 28, 2018
In 1757 Sherard Young Stokes joined the Virginia militia and fought in the French and Indian Wars. In 1775 John Stokes joined the 6th Virginia regiment and fought at the Battle of Trenton, Battle of Princeton, Battle of Brandywine,...
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Wednesday, May 23, 2018
Hey Everyone! My dad, Brian and I would like to introduce you to our new podcast called "The Father and Son Financial Planning Team Podcast by Stokes Financial Group". We launched our first episode 2 weeks ago and our plan is to...
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Wednesday, May 2, 2018
To be or not to be in one 401(k)? Have you worked for a company in the past that has offered a retirement plan of some sort? A 401k, 403b, SIMPLE IRA, SEP IRA, etc? Have you ever wondered whether or not you should consolidate the old...
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Thursday, April 5, 2018
Would you invest your 401k/403b money into a fund that is doing more to reduce their “ugly footprint”, YES or NO? YES: Great, this article is for you. NO: Don’t lie. Yes, you would. Last night I went to get the...
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Wednesday, February 28, 2018
Hey guys and gals, One of the best things about being advisors is that we get to see our clients evolve through not only their financial life, but their personal life as well. One of our clients is a member of the music group Inspired...
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Thursday, February 15, 2018
Awesome, so you’ve got a 401(k)/403(b) retirement plan set up or you’re thinking about setting one up. You’re happy with how the thing is running, right? Seems like everything is in place - your employees are stoked...
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Monday, December 4, 2017
If you're a business owner and have employees who are stressed about their own finances, it could mean the difference between having a productive workforce or not. Here's a quick piece to mull over:
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Friday, November 17, 2017
Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively implemented, it can be a powerful tool to help employees take control of their financial lives and help your company reach...
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