Stephanie J. Milosavlevski, CFP, CDFA

10/20/2026

As tax season begins, it's important to watch out for one type of fraud, in particular: tax identity theft. Here are steps you can take to help protect yourself.

Help safeguard your tax return with this checklist.

10/05/2026

The life of a financial advisor comes with a lot of ups and downs. In the last few weeks, I've received news on the passing of a long-time client, a new grandchild will be welcomed in 2027, a retirement sooner than planned, and the launch of a new business.

Is it overwhelming? Yes. But, I'm also overwhelmed with gratitude. Thankful to be included in so many conversations that are more than just about the numbers.

No matter what your goal, my commitment is to help you do more financially. My door is open. Let me know how I can help!

10/02/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

09/30/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.

09/28/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

09/18/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

09/17/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/15/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!