News & Resources

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.


News

Kick Start Your College Fund With a 529 Plan

July 20, 2017
If you're looking to save money for college, one option to consider is a 529 college savings plan.
Read More


How Preparing for a Partner’s Death May Have Saved This Company

July 13, 2017
‘When you lose a partner, you lose a support system’ - Steve Ciepiela recounts his personal, life changing experience that forever changed his company and how he helps other advisers with the importance of establishing a business continuation plan.
Read More

Housing Options For Older Individuals

July 11, 2017
As you grow older, your housing needs may change. Maybe you'll get tired of doing yard work. You might want to retire in sunny Florida or live close to your grandchildren in Illinois. Perhaps you'll need to live in a nursing home or an assisted-living facility. Or, after considering your options, you may even decide to stay where you are. When the time comes to evaluate your housing situation, you'll have numerous options available to you.
Read More

Buying a House

July 06, 2017
There's no doubt about it--owning a home is an exciting prospect. After all, you've always dreamed of having a place that you could truly call your own. But buying a home can be stressful, especially when you're buying one for the first time. Fortunately, knowing what to expect can make it a lot easier.
Read More


Resources and Links

Welcome to our research center. We've compiled a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about relevant financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation and economic trends.


Steve Ciepiela, President of Charles Stephen, offers a unique perspective on best practices for successful business succession planning. In 2004, Steve's business partner of twenty-one years suffered a brain aneurysm while on vacation. When A Partner Dies is a very personal account of losing a close friend and walking through the process of what happens when a business partner dies. From hiring a grief counselor for the office staff, to working with the CPAs and attorneys, to communicating with the families, Steve offers a unique perspective on best practices for successful business succession planning. Click the link below to read it.

When A Partner Dies


Investing

Retirement

Estates & Trusts

Cash Management

Tax Planning

Risk Management