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

Retirement Planning Weak Spots

May 16, 2018
Couples should recognize that they may face major medical expenses. Each year, Fidelity Investments estimates how much a pair of newly retired 65-year-olds will spend…
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Avoid These Life Insurance Missteps

May 09, 2018
Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional – like Charles Stephen & Company, as…
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The Solo 401(k)

May 04, 2018
A solo 401(k) lets a self-employed individual set up a 401(k) plan combined with a profit-sharing plan. You can create one of these if you…
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Adjusting Your Portfolio as You Age

May 02, 2018
If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a…
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Financing A College Education

Apr 27, 2018
A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does…
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A Setback for the Fiduciary Rule

Apr 12, 2018
The fiduciary rule is now a retirement planning standard – at least in 47 states. A recent appeals court ruling has dealt a blow to…
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Why Life Insurance Matters for New Homeowners

Apr 04, 2018
If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must…
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What Should You Keep?

Mar 29, 2018
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts,…
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Tax Efficiency in Retirement

Mar 27, 2018
Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may…
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What’s Your Financial Health Score?

Mar 20, 2018
In the future, will you become wealthier or poorer? Who knows, right? It seems like you would need a crystal ball to really answer that…
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