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

BPTW

Charles Stephen is a BEST PLACE TO WORK!

Oct 20, 2015
Congratulations to our team! Charles Stephen has been honored as one of the 2015 “Best Places to Work” from Albuquerque Business First! We’re not sure…
Read More

Charles Stephen Office

Our Face-lift is Complete!

Oct 13, 2015
The new office rennovations started on September 18, and wrapped up less than three weeks later. We couldn’t be more thrilled! You’ll find a new…
Read More

What is a Roth 401(k)? Is It Right for Me?

Mar 25, 2015
Roth 401(k) Basics Elective deferral contributions to a traditional retirement plan are contributed on a pre-tax basis and help lower your current taxable income. Roth…
Read More

Why Financial Planning is So Important

Apr 16, 2014
We can’t stress enough the importance of financial planning and what it could mean for your future. A financial plan provides you with a roadmap…
Read More

Retirement is as much emotional and psychological as it is financial.

Welcome to Our New Website

Aug 13, 2013
Welcome to the new Charles Stephen website, designed to help you understand who we are, what we do and how we can help you. The…
Read More