Stephie Athis

08/29/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

08/28/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

08/27/2026

Ever considered if your employee benefits could do more? What if your coverage stayed with you for life, and not just while you’re at your job? With employee benefit products from New York Life, you’re in control. If you’re seeking a simple, straightforward application process—with no questions asked—watch this video and get in touch today.

08/26/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/25/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

08/24/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

08/21/2026

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability event—even if the rest of your financial strategy is in great shape.
Many people don't discover gaps in their income protection until they're forced to rely on it.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

08/19/2026

You save consistently. You have coverage through work. By most measures, may be ahead of the curve.
But if a covered disability event prevented you from working—not permanently, just long enough to matter—would your plan hold up?
Many people with a solid financial plan haven't actually answered that question.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

08/18/2026

A sickness or injury doesn't care about your business timeline. And if you're unable to work, the income you rely on could be interrupted.
Many business owners plan for external risks—a slow quarter, a lost contract, or changing market conditions. Fewer have a plan for the risk of being unable to work themselves.
Individual disability insurance may help replace a portion of your income during a qualifying disability due to sickness or injury.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.