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.


Charles Stephen Video Archive

Sep 17, 2020
Financial Fifteen – September 28, 2020 Financial Fifteen – September 24, 2020 Financial Fifteen – September 21, 2020 Financial Fifteen – September 17, 2020 Financial…
Read More

Retirement Times Newsletters

Aug 12, 2020
Retirement Times – September 2020 Retirement Times – September 2020: Increasing Retirement Dollars Retirement Times – August 2020 Retirement Plan Check-Up – August 2020 Retirement…
Read More

2020 Presidential Tax proposals

Sep 23, 2020
As the 2020 Presidential election approaches, we have been getting a lot of questions about how it may affect accounts.  While that is an important…
Read More

3 Fiduciary Action Items During Turbulent Times

Sep 22, 2020
COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor. While things are constantly changing,…
Read More

Good Retirement Plans Come in Threes

Sep 15, 2020
Retirement is a big transition. What many financial advisors and retirees don’t realize is that retirement is actually made up of multiple transitions. At Charles…
Read More

Help Your Employees Save for Retirement and Save on Your Taxes Too

Sep 11, 2020
By choosing to offer your employees a 401(k) plan, you’re sending a powerful message — that you’re invested in their future and committed to helping…
Read More

Adam Ciepiela: Millennials & Money

Aug 06, 2020
As a millennial himself, Adam is passionate about helping his peers grow their money and learn how to utilize investments to enrich their lives. When…
Read More

Steve Ciepiela: Picking a Financial Planner

Jul 07, 2020
Steve Ciepiela believes that you should interview several financial advisors before picking ‘the one’. With such a personal decision, being nervous is normal, and it’s…
Read More

SEC Reg BI Update – June 30, 2020

Jul 02, 2020
It has been a busy few weeks in the regulatory world of financial services and we wanted to give you a quick overview of what…
Read More