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Blog

Kevin Orsinger | Dec 18, 2025

Let’s learn about the 50 States: One at a Time – Rhode Island

Rhode Island became the Thirteenth State on May 29, 1790. 

It was given the nickname of the Ocean State.

Rhode Island’s state motto is Hope

State Flower is: The

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Kevin Orsinger | Dec 18, 2025

Topic of the Month: Happy New Year; here’s to new goals:

New Year; New You, New Resolutions!  We all say we will do better at the beginning of the New Year.  We say things like, I’m going to the gym more, I’m not

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Kevin Orsinger | Nov 19, 2025

Let’s learn about the 50 States: One at a Time – North Carolina

North Carolina became the Twelfth State on November 21, 1789. 

It was given the nickname of the Tar Heel State.

North Carolina’s state motto is: “Esse quam videri

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Kevin Orsinger | Nov 19, 2025

Topic of the Month: Completing Your Financial Checklist

If you are age 73 make sure you have taken your RMD (Required Minimum Distribution) from your Retirement account by the end of the year.

With the holidays

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Kevin Orsinger | Oct 26, 2025

Let’s learn about the 50 States: One at a Time – New York

New York became the Eleventh State on July 26, 1788.

It was given the nickname of The Empire State

New York’s state motto is Excelsior which means “Ever Upward”.

S

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Kevin Orsinger | Oct 26, 2025

November Topic of the Month: Preparing Financially for the Holiday Season

The holiday season can be very stressful for everyone, not because of all the things that need to be done, the house cleaning, the gift buying, the food

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Kevin Orsinger | Sep 22, 2025

October Topic of the Month: Check on the goals you made at the start of 2025

What’s the point of setting goals at the beginning of the year if you are not going to check them.

This month, do a financial check up on yourself and go over

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Kevin Orsinger | Sep 22, 2025

Let’s learn about the 50 States: One at a Time – Virginia

Virginia became the Tenth State on June 25, 1788. 

It was given the nickname of the Old Dominion and Mother of Presidents.

Virginia’s state motto is: “Sic Semper

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Kevin Orsinger | Aug 19, 2025

Let’s learn about the 50 States: One at a Time – New Hampshire

New Hampshire became the Ninth State on June 21, 1788. 

It was given the nickname of the Granite State.

New Hampshire’s state motto is: “Live Free or Die,”

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Kevin Orsinger | Aug 19, 2025

September Topic of the Month: The Importance of Estate Planning and Having a Will

What is an Estate?  It refers to all the property owned by a person, including real estate, personal belongings, and financial assets.  It is basically

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Kevin Orsinger | Jul 23, 2025

August Topic of the Month: When Should You Start Investing?

When you begin thinking you want to buy that special item or want to save for a vacation or a house.  When to start investing, it is a personal decision and

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Kevin Orsinger | Jul 23, 2025

Let’s learn about the 50 States: one at a time – South Carolina

South Carolina became the Eighth State on May 23, 1788. 

It was given the nickname of the Palmetto State.

South Carolina’s state motto is: Animis Opibusque Parati

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