401-331-7600

Home
  • Home
  • Who We Are 
    • Our Mission
    • Our Team
    • Strategic Relationships
    • Referral Resources
    • Products & Services
    • Newsroom
    • Awards & Recognition
    • Giving Back
  • What We Do 
    • Social Security and Medicare
    • Investment Planning
    • Retirement Planning
    • Business Planning
    • Insurance Planning
    • Tax Planning
    • Estate/Generational Planning
    • Educational Planning
    • Personal Finance
    • Life Events: Expected and Unexpected
  • Universal Healthcare / Medicare
  • The Financial Longevity Bundle©
  • "Medicare Untangled" © Book
  • Upcoming Events 
    • Aetna Medicare Enrollment Events
    • Blue Cross Medicare Open Enrollment Events
    • UnitedHealthcare® Medicare Enrollment Events
    • UWM Social Security & Medicare Events
    • UWM Financial Planning Events
    • The Financial Longevity Bundle© Seminars
    • UWM Special Events
  • Client Center 
    • Client Portal eMoney
    • Osaic NEW Equipt Client Account Access
    • One View Client Account Access
    • SEI Private Trust Client Account Access
    • Enroll In A Health Saving Account (HSA Bank)
    • Captial Group / American Funds Client Access
    • Delta Dental Enrollment
    • Humana PDP Enrollment
    • WellCare PDP Enrollment
    • VSP Individual/Family Vision Plan Enrollment
  • Contact Us 
    • Directions
  • What Makes Us Different 
    • Client Bill of Rights
    • Selecting Your Advisory Firm
    • Keeping You Informed
    • Account Consolidation
    • Advantages to Account Consolidation
    • The Ultimate Financial Organizer
  • Research 
    • Investment Planning
    • Retirement Planning
    • Insurance Research
    • Tax Planning
    • Estate / Generational Planning
    • Personal Finance / Money
    • Life Events: Expected and Unexpected / Lifestyle
    • Glossary
  • Resources 
    • 2025 Essential Financial Figure: Key Information and Financi
    • 2026 UWM Tax Guide
    • 2025 Osaic / BNY / Pershing Tax Guide
    • Osaic Wealth, Inc. / BNY / Pershing Tax Mailing Schedule For
    • 2025 SEI Tax Guide
    • SEI Year End Tax Mailing Schedule (1099s)
    • IRS Tax Calendar and Resources
    • Tax Calendar Important Dates
    • Tax Planning Organizer for Your Business
    • Tax Planning Organizer For Individuals
    • Tax Planning Organizer for Rental Property
    • Health Savings Account (HSA) Resources
    • Medicare Resources
    • Identity Theft Credit Bureau Contacts
    • Identity Theft Top Company Contacts
  • FAQ's 
    • University Wealth Mangement FAQ's
    • Social Security FAQ's
    • Medicare FAQ's
    • HSA FAQ's
    • DOL Fiduciary Rules FAQ's
  • Newsletters/Videos 
    • Financial Longevity Bundle Newsletter and Archives
    • Recent Client Alert Videos & Seminars
    • UWM Video Market Monthly Summary
    • UWM Monthly Newsletters
  • Special Updates 
    • Upcoming Events

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Contact

Universal Wealth Management

Office: 401-331-7600

Toll-Free: 877-782-2855

Fax: 401-331-7800

945 Reservoir Avenue

Cranston, RI 02910

info@universalwm.com

Quick Links

  • Retirement Planning
  • Investment Planning
  • Estate / Generational Planning
  • Insurance Research
  • Tax Planning
  • Personal Finance / Money
  • Life Events: Expected and Unexpected / Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

*Securities, insurance and investment advisory services offered through Osaic Wealth, Inc. Member of FINRA/SIPC and a registered investment advisor.  Additional insurance services offered through Universal Wealth Management, LLC.  Listed entities are not affiliated with Osaic Wealth, Inc.

Neither Osaic Wealth, Inc., nor its representatives or employees provide legal, tax or accounting services. 

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, IA, IL, IN, MA, ME, MI, MO, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WI.  No offers may be made or accepted for any resident outside the specific state(s) referenced.