Evelyn Fabiola Lisiecki, Financial Professional, New York Life Company

Evelyn Fabiola Lisiecki, Financial Professional, New York Life Company Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal,

or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

5455 Rings Road
Suite 200
Dublin, OH 43017

Behind every service member is a strong and resilient family.We salute the families who serve alongside their loved ones...
05/01/2026

Behind every service member is a strong and resilient family.
We salute the families who serve alongside their loved ones. Your strength does not go unnoticed.

04/27/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health cover...
04/20/2026

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states — especially in the southern US.

Families earning the median household income chuck 10% or more of their paychecks toward employer-sponsored health coverage in 19 states, a new analysis found.

Five lessons to learn from the 2026 Winter Olympics for your career and finances.
04/16/2026

Five lessons to learn from the 2026 Winter Olympics for your career and finances.

These lessons from the Olympics can help with your career and finances.

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.
04/13/2026

Why understanding the rules, planning ahead and keeping good records can help reduce both your tax burden and headaches.

Why understanding the rules, planning ahead and keeping good records can reduce both your tax burden and headaches.

Letting a relative stay in a second home or inherited property can quietly change your insurance coverage and leave you ...
04/09/2026

Letting a relative stay in a second home or inherited property can quietly change your insurance coverage and leave you exposed to costly liability claims.

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will ke...
04/08/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

Bigger tax refunds and resilient consumers will keep the economy humming in 2026.

04/06/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars...
04/02/2026

Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars, sometimes leading to bankruptcy.

Being hospitalized for an injury, such as a car accident, increases your risk of carrying medical debt and needing to file for bankruptcy, a new study finds.

Dating dealbreakers abound when it comes to finances, finds a new NerdWallet survey.
03/30/2026

Dating dealbreakers abound when it comes to finances, finds a new NerdWallet survey.

03/26/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

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5455 Rings Road Suite 200
Dublin, OH
43017

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