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

Medicare vs. Medicaid - What’s The Difference?

January 05, 2017
It's easy to confuse Medicare and Medicaid, particularly since they're both government programs that pay for health care. But there are important differences between each program. Medicare is generally for older people, while Medicaid is for people with limited income and resources.
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How Can I Pay Off the Credit Card Debt I Racked Up Over the Holidays?

January 03, 2017
It's a common occurrence once the holiday season winds down...
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New Years Financial Resolution for 2017

December 29, 2016
Here are some financial wellness insights for the upcoming New Year.
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The 1983 - Charles Stephen’s Quarterly Newsletter (Q4)

December 22, 2016
Check out our Q4 newsletter!
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What It Means To Be A Financial Caregiver For Your Parents

December 20, 2016
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
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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


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