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
June 21, 2021 Summer weather is heating up, and so is the market. Adam Ciepiela discusses how the “quadruple witching” day on the previous Friday…
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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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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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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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