Insights

Tune into our new weekly podcast!

Each Monday we’ll post a new episode of our podcast “The Plan,” where we discuss how planning can help the journey through life’s rites of financial passage.

Season 2 Episode 2 | May 16, 2022: Advisors’ Roundtable Steve Ciepiela, Adam Ciepiela, Kelly Famiglietta and Jeremy Aguilar discuss what’s in the financial news, what’s affecting our clients and community, and how to keep it all in perspective.

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
June 24, 2021 Jonathan Stoner recaps news from the week; the massive infrastructure bill advances through Congress, and the Fed chairman explains to Congress that…
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Retirement Times Newsletters

Mar 18, 2021
Retirement Times Newsletter July 2021 Retirement Times Newsletter Participant Memo – July 2021 Are You Sabotaging Your Retirement Retirement Times Newsletter June 2021 Retirement Times…
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Important Guidance on Document Retention

Jul 19, 2021
Do I really need to hold on to those tax returns? Should I keep my will at my house or a safe deposit box? Can…
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2022 Deadline Nears: Now is the Perfect Time to Review Your Retirement Plan Design

Jul 06, 2021
For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as the economic climate improves,…
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SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan

Jul 06, 2021
Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. The three…
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CARES Act Clean-up: Sharp objects could be hidden within your retirement plan

Jul 06, 2021
The CARES Act gave plan participants quick access to funds during the COVID crisis, although only about 6% of participants took advantage of the options…
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Trading App Faces Massive Fines from FINRA and SEC

Jul 01, 2021
Periodically, we at Charles Stephen believe it is important to alert our clients to news in the financial industry that will help you make more…
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Three Ways to Confront Your Financial Fears

May 31, 2021
30% of Americans don’t have a budget. In fact, 3 in 5 don’t know how much they spend last month, and the median household retirement…
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Without emergency savings, workers tap into retirement plans

May 17, 2021
The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could have long-lasting effects on their…
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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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