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

The Investment Risk No One’s Ever Heard Of

Aug 21, 2019
Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable…
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Charles Stephen Quarterly Update

Aug 21, 2019
Hello! As August speeds past us and school begins, we wanted to take the time to share what’s been going on at Charles Stephen.  …
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Your 2019 Financial To-Do List

Nov 29, 2018
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019? Now…
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Is Generation X Preparing Adequately for Retirement?

Nov 15, 2018
If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event…
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When a Windfall Comes Your Way

Oct 11, 2018
What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address…
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Taking a Loan from Your Retirement Plan = Bad Idea?

Oct 09, 2018
Why you should probably refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because…
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When Is Social Security Income Taxable?

Oct 03, 2018
To find out, look closely at two factors. Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you…
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Debunking a Few Popular Retirement Myths

Oct 01, 2018
It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new…
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Smart Financial & Insurance Moves for New Parents

Sep 27, 2018
As you start a family, consider these ideas. Being a parent means being responsible to a degree you never have been before. That elevated responsibility…
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Retirees, Check Your Withholding

Sep 20, 2018
It may need to be adjusted due to the 2017 federal tax reforms. The Internal Revenue Service has a message for you. You may need…
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