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

Leaving a Legacy to Your Grandkids

Aug 21, 2018
Now is the time to explore the possibilities. A family legacy can have multiple aspects. It can include much more than heirlooms and appreciated assets.…
Read More

Build Your Rainy Day Fund

Aug 16, 2018
Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live…
Read More

What Women Shouldn’t Retire Without

Jun 11, 2018
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security…
Read More

The A, B, C, & D of Medicare

Jun 07, 2018
Parts A & B: Original Medicare. America created a national health insurance program for seniors in 1965 with two components. Part A is hospital insurance. It…
Read More

Should Couples Combine Their Finances?

Jun 05, 2018
The first question is: how do you and your partner view money matters? If you feel it will be best to handle your bills and…
Read More

Wealth Management with Memory Disorders

Jun 01, 2018
Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a…
Read More

Managing Money Well as a Couple

May 29, 2018
When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as…
Read More

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…
Read More

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…
Read More

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…
Read More