Stephanie Mihalakos @stephanieCFP_ms

Back-to-school season is a great time to start thinking about financial planning for education. Learn about how a 529 account could help: livesocial.seismic.com/t8GqT2

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings. mgstn.ly/3YT5dvw

Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect. mgstn.ly/3XN0DP8

Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for your priorities in the new year. mgstn.ly/3V52sF9

Get a clearer picture of an investment’s environmental and social impact. Let’s discuss how our tools can help you meet your values-based investing goals. mgstn.ly/3XZyg0A

Invest in your loved one’s future. Give them the gift of learning with a 529 plan and encourage family and friends to contribute for the holidays. mgstn.ly/3GENSRa

Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs. hearsay.social/3sODLkl

Ten years at the forefront of Investing with Impact has taught us that it takes an intentional investing approach to drive real, lasting change. Learn more: mgstn.ly/3VxmLwc

Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing. hearsay.social/3EN4dSJ

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success. hearsay.social/3RrjJ9E

As you approach retirement, consider shifting from growth to preservation. Watch to learn more steps you can take to plan for your retirement goals. mgstn.ly/3prV49o

Investors can play a critical role in helping to advance racial equity. Learn how you can build your portfolio to support companies that take a stand for diversity and help create a more inclusive society, while pursuing your financial goals. hearsay.social/3e5ttZd

When market volatility picks up, having a long-term horizon is an investor’s best strategy. hearsay.social/3OIRCS4

Recent market volatility has made it important to check the status of your retirement plan. Are you still on track toward meeting your investment goals? Let’s discuss how I can help. hearsay.social/3INXYy8

Millions of people moved across state lines last year. If you’re one of them, you may want to make some changes to your portfolio. Here’s how I can help. hearsay.social/3P3TxkX

Your income is one of your most valuable assets. Let’s make sure you’re taking steps to help protect it. mgstn.ly/3LtSR5R

With graduation season upon us, now is a great time to give the gift of education to your loved ones. 529 plans are a tax-advantaged way to get a head start on future education costs. Learn more about the key benefits and strategies unique to 529 plans. mgstn.ly/3b5h5a5

At a time when past-cycle playbooks may not work, how can investors seek to better manage risk and look for higher returns? Let's discuss how certain alternative investment strategies may be useful. mgstn.ly/3wmnQMX

Take a look at your personal financial plan, with a focus on what’s most important to you. Asking yourself some key questions can help you better prepare for the path ahead. mgstn.ly/3w4utDk

Paying for college has become a major life expense that requires smart planning. Morgan Stanley offers a suite of education savings products that can help you achieve your goals. Learn more. hearsay.social/3LunbNy