Stephanie J. Milosavlevski, CFP, CDFA

Stephanie J. Milosavlevski, CFP, CDFA Financial Advisor at Ameriprise Financial Services, LLC

Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often shift, too. ...
07/11/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

Deciding to sell your house isn’t just about timing the market.It’s also about taxes, selling costs, and what comes next...
07/10/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balanc...
07/08/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

If higher inflation has you concerned about your financial position, let’s connect.  I can help you make sense of any pe...
07/06/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability ...
07/03/2026

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

Explore how biological instinct drives market cycles and what this might mean for future market performance.
07/01/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Money is one of the most common stress points for couples. Clear communication, shared goals, and agreed‑upon systems ca...
06/18/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

06/16/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.Being proactive and kno...
06/14/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

I encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

Address

Okemos, MI

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(517) 253-8563

Alerts

Be the first to know and let us send you an email when Stephanie J. Milosavlevski, CFP, CDFA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stephanie J. Milosavlevski, CFP, CDFA:

Share