Athena Wealth Strategies

Athena Wealth Strategies Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC.

Athena Wealth Strategies provides strategic financial planning in all areas of wealth, including cash flow, tax planning, retirement planning, estate planning, investment planning, and plan protection. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

As we are approaching the end of the 2023 year, Maritza would like to introduce the newest joy in the Rogers family, Ele...
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! 🎉🎄✨

We are incredible thankful to have you as part of the Athena Community. Wishing you a happy and healthy Thanksgiving!
11/23/2023

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

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

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

In times of uncertainty, it's important to confront challenges with discipline and strength.
04/14/2023

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

Financial Considerations For Adopting A Senior Pet
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

How Millennials Are Changing the Insurance Industry
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.

6 Ways to Set Financial Boundaries
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.

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

Cheers to warm holiday memories! The Athena Team hopes your holiday season is filled with bright blessings and new memor...
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!✨

We hope your hearts are as full as your plates! We wish you a wonderful Thanksgiving Day!🍁
11/24/2022

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

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

Address

1510 Fashion Island Boulevard Suite 210
San Mateo, CA
94404

Alerts

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

Share