• The best way to ensure your family's financial future is to plan for it.
  • Don't just build a retirement plan. Build a legacy.
  • My stock tip of the day is don't listen to stock tips of the day.
  • Retirement is a destination. If you want to get there, you need a guide.

Tune into our new weekly podcast starting September 10, 2021!

Each Friday we’ll begin each episode with a discussion of the week’s general and financial news that could affect your financial plan. Then it’s a deeper discussion on a specific topic with Charles Stephen financial advisors and expert special guests.

Episode 2: Don’t Let Student Loans Delay Your Financial Future  Some 44 million college students, graduates and their parents owe more than $1.5 trillion in student loans, a sum greater than all credit card debt owed by American consumers. As astronomical as that figure is, student loan borrowers have more flexibility to manage that debt than they may think. In this episode, we’ll discuss how student loan debt became such a major source of stress for young people, the options available to them that can lessen that burden, and why it shouldn’t interfere with plans for their futures.