Tune into our new weekly podcast!

Each Monday we’ll post a new episode of our podcast “The Plan,” where we discuss how planning can help the journey through life’s rites of financial passage.

Season 2 Episode 7 | June 20, 2022: Equities 101: Stocks: Stocks and bonds are the twin pillars of the investors’ marketplace, discussed every hour of every day in financial media. But how much do we really know about these asset classes?  In this second of two episodes called Equities 101, Charles Stephen founder Steve Ciepiela talks with The Plan host Mark Smith about what it actually means to own stocks — the exchanges, the indexes, and how to see the constant barrage of financial news in a broader context.

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.


Interest Rates Fall Again on New Federal Student Loans for 2016/2017

Jul 20, 2016
Every year, thousands of students and their parents take out federal  student loans to help pay for college or graduate school. The interest rates on…
Read More

Buying A Home!

Jul 14, 2016
How Much Can You Afford? According to a general rule of thumb, you can afford a house that costs two and a half times your…
Read More

10 Years & Counting!

Jul 11, 2016
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you…
Read More

Life Insurance at Various Life Stages

Jun 27, 2016
Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as…
Read More

Chairman & Leaders Top Producers Conference (photos!)

Jun 15, 2016
Our advisors, Steve Ciepiela and Adam Ciepiela, went to Kestra Financial’s Fusion Chairman & Leaders Top Producer conference at the beautiful Montage Deer Valley Resort…
Read More

Put Savings (And Yourself) First With a Budget

Jun 03, 2016
Starting a budget is relatively easy; you can use a budgeting software, or simply jot down your income and expenses on paper. Before starting, however,…
Read More

Prevent Social Media from Leading Thieves to Your Doorstep

May 24, 2016
John Solomon, Executive Vice President, Wealth Advisory As the class divide widens, modesty has become increasingly important to the wealthy. A recent study indicates nearly nine…
Read More

Longevity Risk & Retirement Income

May 11, 2016
Many Americans do not realize that one of the greatest threats to their financial security in retirement may be the risk of outliving their money.…
Read More