Insights
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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…
Read MoreCharles 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. …
Read MoreYour 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…
Read MoreIs 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…
Read MoreWhen 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…
Read MoreTaking 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…
Read MoreWhen 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…
Read MoreDebunking 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…
Read MoreSmart 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…
Read MoreRetirees, 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…
Read MoreDaily Update With Charles Stephen
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