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

Retirement Planning Weak Spots

May 16, 2018
Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed.
Read More

Avoid These Life Insurance Missteps

May 09, 2018
Shop wisely when you look for coverage.
Read More

The Solo 401(k)

May 04, 2018
A retirement savings vehicle designed for the smallest businesses.
Read More

Adjusting Your Portfolio as You Age

May 02, 2018
As you approach retirement, it may be time to pay more attention to investment risk.
Read More

Financing A College Education

April 27, 2018
A primer for parents and grandparents.
Read More


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

Retirement Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management