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

What Are Required Minimum Distributions (RMD’s)?

March 29, 2017
Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire).
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Why Diversification Matters

March 27, 2017
When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification.
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The 1983 - Charles Stephen’s Quarterly Newsletter (Q1 2017)

March 24, 2017
Check out our quarterly newsletter!
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Spring Cleaning Your Finances

March 23, 2017
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season.
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Essential Facts about the American Health Care Act

March 20, 2017
On March 6, House Republicans released their proposed health-care plan, The American Health Care Act (AHCA), as a replacement for the Affordable Care Act (ACA).
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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.

Investing

Retirement

Estates & Trusts

Cash Management

Tax Planning

Risk Management