Insights

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.


Insights

Charles Stephen Financial Fifteen Video Archive

Jan 12, 2021
Financial Fifteen – January 11, 2021 Financial Fifteen – January 7, 2021 Financial Fifteen – January 4, 2021 The opinions expressed in this commentary are…
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Retirement Times Newsletters

Dec 15, 2020
Retirement Times – December 2020 Retirement Times – December 2020:The 10% Savings Goal Retirement Times – November 2020 Retirement Times – November 2020: Retirement Plan…
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Don’t Let Emotions Drive Your Finances

Jan 12, 2021
2020 brought a pandemic that upended the lives of countless people across the world. Along with it came financial challenges for many, whether in the…
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Early Retirement: Can I Afford It?

Dec 15, 2020
COVID-19 has undeniably had major economic impacts on individuals and their families. For some, the pandemic has caused them to have to face the tough…
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Help your participants locate and consolidate their 401(k) accounts

Nov 20, 2020
The average person has 12 jobs during the course of their career.[1] That’s a lot of jobs — and a lot of 401(k) accounts! <br>…
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Early Withdrawal From Retirement Funds

Nov 17, 2020
Risks and Resources COVID brought unexpected turns for almost everyone around the world. For those in the final chapter of their careers, the pandemic forced…
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Why It’s Important to Review, Refresh and Revise Retirement Plan Documents

Nov 16, 2020
You likely recognize the importance of seeing your doctor for an annual physical to keep your health in tip-top shape, or taking your car in…
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Missing Participants: End of the Year Clean Up

Nov 09, 2020
As a plan fiduciary, you are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL and IRS are…
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Kelly Famiglietta named by Financial Times as a 401 Top Retirement Adviser for 2020

Nov 06, 2020
We are very proud to announce that Kelly has been honored as a 401 Top Retirement Adviser by Financial Times for 2020! This is the…
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Kelly Famiglietta is a 2020 NAPA Top Woman Advisor

Nov 06, 2020
We are very proud to announce that Kelly has been honored as a 2020 NAPA Top Women Advisor! One of nearly 500 nominees, Kelly was…
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