Nickolus L. Stephens, CFP, CRPC

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.

08/24/2026

Colson is a Falcons fan, so we did a boy's trip to Indianapolis this weekend for Atlanta vs Indy. We visited Butler while were in town. Hope to be back to Butler soon for the NBA in season tournament.

08/21/2026

One of the simplest ways to brighten someone's day is through a shared laugh. In the spirit of spreading a little joy, here's this week's joke...

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

08/19/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

08/18/2026

The Maples Park asked if someone from Rotary could put together a bench this weekend. So I obliged. Luckily, it didn't take that long because it was an oven outside!

08/17/2026

Football is back! I spent my Saturday morning cheering on East. Although I was not on the sidelines, it was still great to be a part of it all. I did however watch the game from the fence and walked the track, just to be as close to the game as possible.