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

Mar 30, 2021
April 19, 2021 Jonathan Stoner discusses how annuities can be a smart alternative to cash in a low-interest rate environment. https://vimeo.com/540755310/6671be16fa   April 15, 2021…
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Retirement Times Newsletters

Mar 18, 2021
Retirement Times Newsletter – April 2021 Retirement Times Newsletter Participant Memo – April 2021 Three Tax Tips that Can Help as You Approach or Begin…
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Normalizing Retirement Savings Habits

May 05, 2021
Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly hinder their ability to reach their retirement…
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5 Ways to Promote Greater Productivity Through Financial Wellness Programs

Apr 19, 2021
Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus, with the increased stress caused…
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Three Pillars of Wellness: Mental, Physical, and Financial Guide

Mar 08, 2021
As the seasons change, employees may need a check-up from their employers to make sure they are in good health!   Wellness and self-care during…
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What Should Your Retirement Plan Committee Cover during your Annual Review?

Mar 01, 2021
Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them running smoothly. They…
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Kelly Famiglietta: Do I Worry About a Recession?

Feb 03, 2021
Kelly Famiglietta doesn’t worry about recession, but she does express concerns about the reaction potential recessions can cause. The key is to stay the course,…
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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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