What's One Thing I Can Do Today

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Hi. 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.

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    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

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  • This content is general in nature and provided for informational use only. Content may be used in connection with the advertising and marketing of products and services offered by SouthState Bank, N.A. and its subsidiaries and affiliates. This is not to be considered legal, tax, accounting, financial or investment advice. You should seek individualized advice from personal financial, legal, tax and/or other professionals, as appropriate depending on the specific facts of your situation. We do not make any warranties as to the completeness or accuracy of this information and have no liability for your use of this information.

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