Insights

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.


Insights

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 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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Early Retirement: Can I Afford It?

Dec 15, 2020
COVID-19 has undeniably had major economic impacts on individuals and their families. For some, the pandemic has caused them to have to face the tough…
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Help your participants locate and consolidate their 401(k) accounts

Nov 20, 2020
The average person has 12 jobs during the course of their career.[1] That’s a lot of jobs — and a lot of 401(k) accounts! <br>…
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Early Withdrawal From Retirement Funds

Nov 17, 2020
Risks and Resources COVID brought unexpected turns for almost everyone around the world. For those in the final chapter of their careers, the pandemic forced…
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Why It’s Important to Review, Refresh and Revise Retirement Plan Documents

Nov 16, 2020
You likely recognize the importance of seeing your doctor for an annual physical to keep your health in tip-top shape, or taking your car in…
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Missing Participants: End of the Year Clean Up

Nov 09, 2020
As a plan fiduciary, you are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL and IRS are…
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