Roselyn Spaan, Financial Advisor with Athena Wealth Strategies LLC

08/19/2025

"What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha

11/23/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

11/22/2024

Here’s what you should know about the earned income tax credit and whether you qualify for the tax break.

The refundable amount for workers with or without children is slightly higher this year. Here’s what you need to know.

11/20/2024

The end of the year can serve as a motivator for getting your finances in order. What moves should you be making?

From applying for Social Security and donating to charity to maximizing your savings accounts, here are seven retirement moves to make before 2025.

05/29/2024

Zen and the art of Bonsai teaches us…

Be careful in deliberation and decisive in action for what takes years to grow can take seconds to cut down.
Art is everywhere, playing hide and seek with the one who has vision.

- someone somewhere

03/24/2024

“Why Alabama?” This.

Reason 27 to 32:
Curvaceous country backroads where Nature still rules.
Country stores near Nowhere that serve fried chicken and meat loaf.
The fried chicken and meatloaf (deserved it’s own Reason)
Historical sites like Edmund Pettus Brige, Selma (think MLK) and Old Cahawba (ruins of the states first capital)
Friendly pack of old gents that would welcome this gal to an epic ride CMC Riders

12/02/2023

While market volatility can be unsetteling, it's inevitable - so don't loose sight of your long-term goals. Here are tips for staying focused.

11/23/2023

America’s credit card debt continues to be a problem. At present, 42% of adults carry credit card debt, with Gen Xers facing a particularly challenging situation due to increasing debt levels. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

11/12/2023

There’s still much to be done when it comes to women’s pay parity, but these three steps can help women make smart money moves and set themselves up for financial security.

Discussion of 3 steps that women can take to set themselves up for financial success, even with major obstacles like income inequity.

11/08/2023

This article explores three strategies parents can use to transfer wealth and give their children financial head starts beyond the typical direct gifting of cash.

From custodial accounts to trusts, Baby Boomers can take part in the great wealth transfer in ways that won’t burden their kids with extra taxes.