Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
You know how life tends to throw in a few plot twists?
They don't ask if you're ready. They just show up—with potential financial consequences tagging along.
A
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
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
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
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
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
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
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
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
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,”
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
F 888-854-5442 | E