View TranscriptHi. I'm Carrie Hodge, and I'm a senior vice president with SouthState Investment Services. I'm also a certified financial planner. So a lot of times a question we get is, what's the one thing I can do today to get on the right track financially? What I would encourage you to do is to look at your plan from 30,000 feet.
What is your financial purpose? Why are we doing what we're doing? Are you saving so that you can retire at age 50? Five? Are you saving so that you can fund your kids or your grandkids? College education? Are you saving so that you can have a flexible work schedule when you're older and might need to take care of aging parents?
Once we find that financial purpose, it becomes much easier to take the steps we need to take to meet our goals. If you have questions, feel free to reach out to any SouthState investment professional. We're here to help, and we'd love to hear from you.