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.


Disability Insurance Awareness Month!

May 03, 2016
It's Disability Insurance Awareness Month! During the entire month of May we are joining with The Council for Disability Awareness to remind you about the risk of income interruption due to illness or injury, and the importance and value of disability insurance.
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Paying Off Student Loans

April 28, 2016
Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. Here is a checklist!
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Life Planning VS. Retirement Planning

March 30, 2016
2016 Charles Stephen & Co. Blog | MARCH - Learn about what the first step is to preparing for retirement, and what your life goals are.
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Happy New Year from Charles Stephen!

January 13, 2016
Read all about current events, why it's important to stay invested, 2015's market performance and moving forward into 2016.
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It’s The Most Wonderful Time Of The Year!

December 17, 2015
Merry Christmas and a Happy New Year!
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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


Retirement Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management