News & Resources

We'll help you stay informed about issues that are important to you.

Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.


News

It’s Time for Baby Boomer RMDs!

November 20, 2017
In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What's so special about 70½?
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How much money should a family borrow for college?

November 09, 2017
There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too much?
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IRA and Retirement Plan Limits for 2018

November 07, 2017
Click here for more information regarding IRA and Retirement Plan limits for the upcoming year.
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What Can You Do With A Will?

October 25, 2017
A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
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Retirement Plans for Small Businesses

October 11, 2017
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you're required to include certain employees in the plan, and to give a portion of the contributions you make to those participating employees. Nevertheless, a retirement plan can provide you with a tax-advantaged method to save funds for your own retirement, while providing your employees with a powerful and appreciated benefit.
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Resources and Links

Welcome to our research center. We've compiled a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about relevant financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation and economic trends.


Steve Ciepiela, President of Charles Stephen, offers a unique perspective on best practices for successful business succession planning. In 2004, Steve's business partner of twenty-one years suffered a brain aneurysm while on vacation. When A Partner Dies is a very personal account of losing a close friend and walking through the process of what happens when a business partner dies. From hiring a grief counselor for the office staff, to working with the CPAs and attorneys, to communicating with the families, Steve offers a unique perspective on best practices for successful business succession planning. Click the link below to read it.

When A Partner Dies


Investing

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