Athena Wealth Strategies

12/29/2023

As we are approaching the end of the 2023 year, Maritza would like to introduce the newest joy in the Rogers family, Elena Genevieve Rogers! Our hearts are filled with the warmth of the season as Maritza welcomes her precious 16-day-old bundle of joy.

The Athena team wishes you all the love and joy this holiday season, and a happy New Year! 🎉🎄✨

11/23/2023

We are incredible thankful to have you as part of the Athena Community. Wishing you a happy and healthy Thanksgiving!

08/25/2023

New bill allows unused 529 college funds to become a retirement tool

Beneficiaries of 529 plans will be able to roll over funds from their 529 accounts to Roth IRAs tax and penalty free.

04/21/2023

How To Optimize Your Self-Care Spending Without Adding Financial Stress

Self-care is big business, and has only gotten bigger during the COVID-19 pandemic. Google searches for self-care and self-care products increased 250% since 2017, according to a report last year from...

04/14/2023

In times of uncertainty, it's important to confront challenges with discipline and strength.

01/16/2023

Financial Considerations For Adopting A Senior Pet

While some families are eager to adopt a puppy or kitten that will grow alongside their family, other pet parents might not have the energy to keep up

01/15/2023

How Millennials Are Changing the Insurance Industry

For the insurance industry, millennials’ consumption choices present a massive opportunity to rethink what insurance looks like and how it’s sold.

01/14/2023

6 Ways to Set Financial Boundaries

Setting money boundaries can be uncomfortable, but it's an empowering skill that can help protect yourself, your relationships and finances.

01/12/2023

Unused 529 college savings can be rolled into a Roth IRA next year

Starting next year, unused 529 education savings money can be rolled into a Roth IRA, giving kids a head start on their retirement savings.

12/25/2022

Cheers to warm holiday memories! The Athena Team hopes your holiday season is filled with bright blessings and new memories that will stay with you for years to come!✨

11/24/2022

We hope your hearts are as full as your plates! We wish you a wonderful Thanksgiving Day!🍁

07/29/2022

TGIF!😎 Kick-start your day by checking out Athena's latest newsletter - July Edition📰.

Our newsletters are also accessible on our website: https://bit.ly/3Q3GHU2