Where Do You Stand?
In this video, we're going to discuss getting your financial house in order.
And more specifically, where do you stand with your finances? Getting your financial house in order is simply about gathering information and understanding.Please join us for our Women and Wealth Series
The Women and Wealth initiative provides tailored educational opportunities focused on financial topics important to women in the communities we serve. In this bi-monthly forum, we meet online for an hour to discuss things like getting your financial house in order, investments, retirement income, financial planning and how these topics can significantly impact financial security. We hope you will join us for an upcoming event.
View Transcript
Hi, I'm Jacci Giglio, and I'm a wealth advisor at SouthState here in Columbia, South Carolina. Today we're going to discuss getting your financial house in order. And more specifically, where do you stand with your finances? Getting your financial house in order is simply about gathering information and understanding.So let's start with that common phrase of know where you stand. We hear people say this as it relates to our finances, but what does it actually mean to figure it out? We need to answer a few questions.
first, what are the components of my net worth to, how do I think about budgeting? three. How much money do I need for certain life goals such as retirement education, planning and health care? And for what risk management items do I have in place, such as life insurance and estate planning?
Taking the time to honestly answer these questions is the most important thing we can do to address the financial challenges that women face and to implement a plan for long term success. We're happy to help you pursue your financial goals, so please reach out to our team here at SouthState Wealth.
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