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

Our Face-lift is Complete!

October 13, 2015
We made some minor office renovations to better serve you!
Read More


Why Financial Planning is So Important

April 16, 2014
A financial plan provides you with a roadmap that will help you deal with uncertainty while creating security.
Read More

Welcome to Our New Website

August 13, 2013
Check out our new website to learn how we can help you meet your financial goals.
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 Newsletters & Memos

Estates & Trusts

Cash Management

Tax Planning

Risk Management