Stearns Wealth Management

Securities offered through Summit Brokerage Services, Member FINRA & SIPC and Advisory Services through Summit Financial Group.

Stearns Wealth Management is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA (www.finra.org), SIPC (www.sipc.org). Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: AR, GA, LA, OK, and TX. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To 'Like", 'Share', or 'Follow' this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. www.finra.org and www.sipc.org John Stearns Stearns Wealth Management 802 N. Carancahua Street Suite 2100 Corpus Christi, TX 78470 Office 361.698.5971

Mission: As an independent, fee based financial advisor, I can help you with a plan to help you achieve your financial goals.

stearnswealthmanagement.com

Is a SEP-IRA Right for Your Business?

Take an inside look into Simplified Employee Pension plans.

stearnswealthmanagement.com For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

stearnswealthmanagement.com

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA

stearnswealthmanagement.com The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

stearnswealthmanagement.com

The Good Ship IPO

Can the good ship IPO set sail in constantly shifting markets? #IPO

stearnswealthmanagement.com The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

stearnswealthmanagement.com

What Is an Annuity?

Annuities: Can they play a role in your retirement? #RetirementIncome

stearnswealthmanagement.com Annuities are versatile tools that can help you save for retirement and generate income in retirement.

stearnswealthmanagement.com

The Economic Journey of Your Morning Coffee

The beans brewed for your morning coffee may have changed hands many times #MorningCoffee

stearnswealthmanagement.com Few contemplate the complex journey that brought their coffee from farm to kitchen table.

stearnswealthmanagement.com

Thinking of Retiring Abroad?

You’ll need to weigh several factors before retiring abroad.

stearnswealthmanagement.com However exciting retiring abroad may sound, it deserves considerable planning.

stearnswealthmanagement.com

Four Great, Unexpected Places to Raise a Family

Here are 4 unexpected locations that make great places to #raise your #family.

stearnswealthmanagement.com Here are 4 great, and sometimes unexpected, places to raise a family.

stearnswealthmanagement.com

A Primer on Dividends

Investing in dividend-paying stocks can create a stream of passive income. #Dividends

stearnswealthmanagement.com A company's profits can be reinvested or paid out to the company’s shareholders as “dividends.

stearnswealthmanagement.com

How Stocks Work

How much do you know about stocks?

stearnswealthmanagement.com Understanding how a stock works is key to understanding your investments.

stearnswealthmanagement.com

The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio?

stearnswealthmanagement.com In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

stearnswealthmanagement.com

What Is a Roth 401(k)?

Ever heard of a Roth 401(k)? Would one be right for you?

stearnswealthmanagement.com Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

stearnswealthmanagement.com

Social Security: The Elephant in the Room

The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement

stearnswealthmanagement.com Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

stearnswealthmanagement.com

Bursting the Bubble

When a bubble bursts, it can hurt the economy and your net worth. #economy #bubble #tulipmania

stearnswealthmanagement.com Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

stearnswealthmanagement.com

Inflation & Your Money

The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation

stearnswealthmanagement.com It's important to understand how inflation is reported and how it can affect investments.

Eight Mistakes That Can Upend Your Retirement

Here are eight mistakes to avoid when #saving #retirement.

stearnswealthmanagement.com There are common mistakes you can avoid when saving for retirement.

stearnswealthmanagement.com

Charitable Giving: Smart from the Heart

Three tips for giving smart from the heart.

stearnswealthmanagement.com Do you have causes that you want to support with donations? Here are three tips.

stearnswealthmanagement.com

A Living Trust Primer

There are benefits and limitations when using a living trust. #LivingTrust

stearnswealthmanagement.com Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

stearnswealthmanagement.com

Investments

The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

stearnswealthmanagement.com You’ve made investments your whole life. Work with us to help make the most of them.

stearnswealthmanagement.com

The Power of Tax-Deferred Growth

Deferring taxes can be a powerful investment decision. Take a minute and learn more.

stearnswealthmanagement.com Why are 401(k) plans, annuities, and IRAs so popular?

stearnswealthmanagement.com

Investment Challenges of the Affluent Investor

With increasing wealth comes unique financial challenges.

stearnswealthmanagement.com Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

stearnswealthmanagement.com

Strategies For Managing Student Loan Debt

Struggling with #studentloan #debt? Learn five strategies that may help manage your debt and save your money.

stearnswealthmanagement.com Five strategies for managing your student debt.

stearnswealthmanagement.com

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

stearnswealthmanagement.com Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

stearnswealthmanagement.com

Jane Bond: Scaling the Ladder

Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.

stearnswealthmanagement.com Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

stearnswealthmanagement.com

What Is a Stretch IRA?

Want to learn more about how you can "stretch" your retirement plan's tax benefits?

stearnswealthmanagement.com If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

stearnswealthmanagement.com

A Decision Not Made Is Still a Decision

Whether you realize it or not, you’ve allocated your assets.

stearnswealthmanagement.com Investors who put off important investment decisions may face potential consequence to their future financial security.

stearnswealthmanagement.com

Social Security: Maximizing Benefits

A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement

stearnswealthmanagement.com There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

stearnswealthmanagement.com

Caring for Aging Parents

Have a strategy for discussing healthcare with your parents. #AgingParents

stearnswealthmanagement.com As our nation ages, many Americans are turning their attention to caring for aging parents.

stearnswealthmanagement.com

Events on Wall Street

When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.

stearnswealthmanagement.com Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

stearnswealthmanagement.com

Your Changing Definition of Risk in Retirement

Retirement may change your perception of investment risk.

stearnswealthmanagement.com A change in your mindset during retirement may drive changes to your portfolio.

stearnswealthmanagement.com

Split Annuity Strategy

Generate income and rebuild principal. A powerful one-two punch.

stearnswealthmanagement.com Here's one strategy that combines two different annuities to generate income and rebuild principal.

stearnswealthmanagement.com

The Economic Journey of Your Morning Coffee

The beans brewed for your morning coffee may have changed hands many times #MorningCoffee

stearnswealthmanagement.com Few contemplate the complex journey that brought their coffee from farm to kitchen table.

stearnswealthmanagement.com

Bursting the Bubble

When a bubble bursts, it can hurt the economy and your net worth. #economy #bubble #tulipmania

stearnswealthmanagement.com Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

stearnswealthmanagement.com

Certain Uncertainties in Retirement

Retiring? Remaining flexible may help you meet the challenges of uncertainty.

stearnswealthmanagement.com The uncertainties we face in retirement can erode our sense of confidence.

stearnswealthmanagement.com

Best Performing Asset Classes

Is the impulse to be safe keeping you away from the financial markets? #AssetClasses

stearnswealthmanagement.com Bonds may outperform stocks one year only to have stocks rebound the next.

stearnswealthmanagement.com

When Heirs are Imperfect

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

stearnswealthmanagement.com The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

stearnswealthmanagement.com

Retiring the 4% Rule

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

stearnswealthmanagement.com A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

stearnswealthmanagement.com

Types of Stock Market Analysis

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

stearnswealthmanagement.com Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

stearnswealthmanagement.com

Four Reasons Millennials Need an Estate Strategy

Estate management is not just for old, rich people. It can be an important exercise for young adults as well.

stearnswealthmanagement.com Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio?

myf.mg In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

stearnswealthmanagement.com

Ready for Retirement?

Ready for retirement? Five words to consider.

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

stearnswealthmanagement.com

Emerging Market Opportunities

If you'd like to participate in emerging markets, what are your options? #EmergingMarkets

stearnswealthmanagement.com What are your options for investing in emerging markets?

stearnswealthmanagement.com

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list.

stearnswealthmanagement.com A bucket plan can help you be better prepared for a comfortable retirement.

stearnswealthmanagement.com

To Buy or Not to Buy

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

stearnswealthmanagement.com The decision whether to buy or rent a home may have long-term implications.

stearnswealthmanagement.com

Global vs. International: What’s The Difference?

Do global and international mutual funds complement or conflict with each other?

stearnswealthmanagement.com International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

stearnswealthmanagement.com

What Is a Stretch IRA?

Want to learn more about how you can "stretch" your retirement plan's tax benefits?

stearnswealthmanagement.com If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Location

Telephone

Address


802 N Carancahua St, Ste 2100
Corpus Christi, TX
78401

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 09:00 - 17:00
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