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

Playing Catch Up With Your 401k Plan

Jan 11, 2017
A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement.…
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What Do You Need To Know About Chip-Card Technology?

Jan 09, 2017
These days, as the use of chip-card technology grows, the answer to that question is less clear. The computer chip now embedded in debit and…
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Medicare vs. Medicaid – What’s The Difference?

Jan 05, 2017
What is Medicare? Medicare is a federal health insurance program that was enacted into law to provide reasonably priced health insurance for retired individuals, regardless…
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Am I Having Enough Withheld?

Jan 04, 2017
When determining the correct withholding amount for your salary or wages, your objective should be to have just enough taxes withheld to prevent you from…
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How Can I Pay Off the Credit Card Debt I Racked Up Over the Holidays?

Jan 03, 2017
You reluctantly look at your credit card statement and wince at all the purchases you made over the holidays. Fortunately, there’s no need to panic.…
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New Years Financial Resolution for 2017

Dec 29, 2016
The majority of employees are concerned with retirement planning. Saving for retirement is the most commonly cited financial goal among employees, coming ahead of many…
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What It Means To Be A Financial Caregiver For Your Parents

Dec 20, 2016
Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the…
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Kelly Famiglietta Wins 2016 NAPA Top Women Advisors!

Dec 14, 2016
Albuquerque, New Mexico – December 14, 2016 – Kelly Famiglietta, Retirement Plan Services Vice President for Charles Stephen and Company, was named as a ‘Captain’…
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Four Reasons Why People Spend Too Much

Dec 12, 2016
The following reasons might help explain why you sometimes break your budget. 1. Failing to think about the future It can be difficult to adequately…
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