Bill Romeo - Everest Retirement Planners

06/03/2026

There is something about summer that makes it easier to slow down and enjoy the moment.🌿

For me, that means getting out on the lake, relaxing, and just taking in the quiet. Everyone has their own version of that time to reset. Whether it's being outdoors, traveling, or just stepping away from the routine, those moments help bring a sense of balance.

A little time to recharge can go a long way. What's your favorite way to reset?

06/03/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

06/02/2026

June is a great time to focus on caregiving, and we are excited to bring in a local resource to help share information!

We will be hosting a Lunch and Learn with the Union County Council on Aging to talk through caregiving support, available resources, and different situations families may face on June 16th.

Having this kind of information early can make things feel much more manageable. Learning about available resources can make a big difference in planning ahead. Make sure to RSVP ahead of time!

06/01/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

05/30/2026

I listen to a lot of podcasts, but one of my favorites has nothing to do with finance. It’s called Better Fishing with Two Bald Biologists, from the North Carolina Wildlife Resources Commission.🐟🎣

The hosts are fisheries biologists with great chemistry and a lot of humor. They banter, share local insights, and talk about some incredible fishing spots across North Carolina. It’s educational, entertaining, and a reminder that learning can still be fun when you’re passionate about the topic.

Finding time for interests outside of work is an important part of balance.

05/29/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

05/28/2026

If there’s one key takeaway about long‑term care, it’s this: planning ahead gives you more choice.

When decisions are made in advance, people have more control over how they’re cared for and what that care looks like. Waiting until a situation becomes urgent often limits options. Prior planning allows individuals and families to make thoughtful decisions on their own terms, rather than reacting under pressure.

That sense of control can make a significant difference during an otherwise challenging time. Planning for the inevitable isn’t about pessimism — it’s about preserving choice.

05/27/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

05/26/2026

One of the most valuable things someone can have is a plan. I often think of it as a rulebook — it outlines what you want, what you don’t want, and gives clarity when decisions need to be made.

Life doesn’t always follow the path we expect. When circumstances change, having a plan — and the resources to support it — can make transitions feel far less overwhelming. Planning ahead can also preserve choice, allowing people and families to focus on care decisions rather than scrambling for options.

The goal isn’t predicting every outcome, but being prepared to move forward with confidence when the next phase arrives. A thoughtful plan helps turn uncertainty into direction.

05/25/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.