Nickolus L. Stephens, CFP, CRPC

09/09/2026

I was given the opportunity yesterday to introduce the players and their families for 8th grade night. It was a great honor to be a part of their journey 1 more time. Go East!

09/08/2026

I spent the weekend throwing parts at the '89 YJ. After a new fuel filter, fuel pump, coolant temp sensor, vent valve, and ignition coil I'm still having a problem with a hot start. It cranks fine and runs fine, but if parked after running 10+ miles it will not restart until it sits for an hour. Any ideas or suggestions would be great!

09/08/2026

On this September 11th, we pause to remember, reflect, and honor the resilience that can emerge even in life's most difficult moments.

Challenges are inevitable, but so are courage, kindness, and perseverance.

May we carry those qualities with us today and every day.

Today's is a wish for you to have a meaningful Friday and great weekend ahead.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/04/2026

I hope your first few days of September have set the stage for a great month! A new month brings fresh opportunities, renewed focus, and a chance to appreciate the small moments that make each day meaningful.

And with that, I bring you today's joke:

What's leather and sounds like a sneeze?
A shoe!! 👞👞👞

09/02/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

09/01/2026

Ever wondered how much you'll pay in taxes over your lifetime?
This state-by-state comparison estimates the lifetime tax bill for a typical American, including federal and state income taxes, sales taxes, property taxes, and vehicle taxes. Take a look to see where your state falls on the map.

See how lifetime taxes vary by state, from $509,000 in Florida to more than $1.35 million in New Jersey.

08/31/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

08/28/2026

Happy Friday! As we go into the weekend, remember that small decisions today can create lasting impact tomorrow.

Now for today's joke:

What happens when the fog lifts from Los Angeles?
UCLA! 😂

08/27/2026

Just added a new piece of artwork to the office. It's a great representation for Majestic Oak. A big thank you goes out to Mort for taking the picture and fulfilling the order.