Stephie Athis

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4zws81I

If it gets you thinking about your own plans, send me a message.

10/13/2026

🏆 A Milestone Worth Celebrating!

I am truly honored and grateful to receive the Career Builder Success Award at New York Life!

As I continue to grow in my career as a financial professional, this recognition holds a special meaning for me. It represents not only hard work, discipline, and perseverance, but also the courage to embrace new challenges, step outside my comfort zone, and remain committed to my purpose.

This journey is about much more than professional success. It's about making a positive difference in the lives of individuals and families, helping them build financial security, and creating lasting relationships based on trust, integrity, and genuine care.

On a personal level, every milestone brings me closer to another important goal: being an example of dedication, resilience, and determination for my daughter. I want her to know that with faith, hard work, and consistency, meaningful goals are within reach.

I am sincerely thankful to my mentors, colleagues, clients, and everyone who has encouraged and supported me throughout this journey.

This award is not a destination. It's motivation to keep learning, growing, and serving others with even greater purpose.

The best is yet to come! 💙

10/12/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/11/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

10/10/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/09/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

10/01/2026

For generations, a college degree held the promise of a well-paying job and financial stability — but, boy, have times changed!

A new business model nixes the frat parties and the student debt.

09/30/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4z0YhOL
If this sounds like you, or someone you know, send me a message and let's talk.

09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.