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
2020 Presidential Tax proposals
Sep 23, 2020
As the 2020 Presidential election approaches, we have been getting a lot of questions about how it may affect accounts. While that is an important…
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3 Fiduciary Action Items During Turbulent Times
Sep 22, 2020
COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor. While things are constantly changing,…
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Good Retirement Plans Come in Threes
Sep 15, 2020
Retirement is a big transition. What many financial advisors and retirees don’t realize is that retirement is actually made up of multiple transitions. At Charles…
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Help Your Employees Save for Retirement and Save on Your Taxes Too
Sep 11, 2020
By choosing to offer your employees a 401(k) plan, you’re sending a powerful message — that you’re invested in their future and committed to helping…
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End of LIBOR: How all industries, not just banks, can prepare- From the Journal of Accounting
Sep 03, 2020
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Adam Ciepiela: Millennials & Money
Aug 06, 2020
As a millennial himself, Adam is passionate about helping his peers grow their money and learn how to utilize investments to enrich their lives. When…
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Steve Ciepiela: Picking a Financial Planner
Jul 07, 2020
Steve Ciepiela believes that you should interview several financial advisors before picking ‘the one’. With such a personal decision, being nervous is normal, and it’s…
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SEC Reg BI Update – June 30, 2020
Jul 02, 2020
It has been a busy few weeks in the regulatory world of financial services and we wanted to give you a quick overview of what…
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Kelly Famiglietta: What Drives Me?
May 20, 2020
Having a healthy financial foundation is important to continue to grow financial health. Unfortunately, many people are not growing up in a healthy financial environment.…
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Inc. Magazine has names Charles Stephen as a 2020 Best Workplaces
May 11, 2020
Inc. Magazine has named Charles Stephen as a 2020 Best Workplaces honoree. During this difficult time, Charles Stephen is especially honored to receive this recognition.…
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