Tune into our new weekly podcast!
Each Friday we’ll begin each episode our new podcast “The Plan” with a discussion of the week’s general and financial news that could affect your financial plan. Then it’s a deeper discussion on a specific topic with Charles Stephen financial advisors and expert special guests.
Episode 14 | December 14, 2021: Year-End Advisors’ Roundtable Discussion It’s the end of the year and the first season of The Plan, so we got four financial advisors together for a roundtable discussion about where we’ve been in 2021 and what might lie ahead for 2022.
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.