Blog
U-Vest® September Newsletter
Life Insurance Awareness Month, U-Vest® x The Ranch Athletics Club, and U-Vest® x Capital Area Healthy Start’s 2023 Angel Awards!
Read MoreU-Vest® August Newsletter
Celebrating What Will Be Your Legacy Month, National Financial Awareness Day, and U-Vest® CEO Mike Davino for Representing U-Vest® at LPL Financial's Focus 2023!
Read MoreU-Vest® June Newsletter
Introducing Seminars with Gary Parsons, CFP®, CLU®, Insurance Awareness Day, and U-Vest® Financial x MOGS!
Read MoreSt. Pete Office Update
St. Pete Office Moved! In case you haven’t heard, our St. Petersburg/Tampa area office has officially moved to a new location! Our updated St. Pete office address is 701 94th Ave. North, Suite 118, St. Petersburg, FL 33702. (All...
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U-Vest® April Newsletter
Tax Season Reminders, National Social Security Month, U-Vest® Financial x SEAA, and We’re Sponsoring a Golf Tournament!
Read MoreWhy Financial Planning Is An Art
"There's not just a step-by-step way to have a successful financial plan," says U-Vest®️ Financial CEO, Michael. In this video, Mike dives into why he believes financial planning is an art!
Read MoreDiversification Strategies For Your Portfolio
You probably already know the importance of diversifying your portfolio, but you may forget to diversify certain financial strategy aspects. U-Vest®️ Financial President, Dustin, dives into different diversification...
Read MoreLet's Chat about IRS Contributions for 2023!
Dustin talks about the changes for IRS contributions for 2023. Check it out!
Read MoreHow to Discuss Finances Over the Holidays
The most wonderful time of the year is here! There’s truly nothing like spending quality time with family and friends over Christmas. While we all enjoy bonding with family over funny stories or happy memories, this time of year...
Read MoreRetirement Financial Reminders for December
The year is coming to an end which means it’s time for a financial check-in, especially when it comes to your retirement account(s). Failing to pay attention to end-of-year deadlines for your retirement accounts can result in...
Read MoreHow Small Businesses Can Prepare for a Recession
Whether a recession is coming in the future or not, it’s always important for business owners to know how they can help recession-proof their business.
Read MoreFinancial Planning Month: Take control of your finances with U-Vest®
Did you know that October is Financial Planning Month? Right now is the perfect time of year to take control of your finances before the pricey holiday season rolls around. It’s a great time to check in on your financial goals...
Read MoreBreast Cancer Awareness Month: Navigating Your Finances
Breast cancer is life-altering in every sense and affects millions of Americans. Don’t take on this journey without a financial professional who is truly dedicated to helping you.
Read More5 Surprising Facts About Life Insurance
September is Life Insurance Awareness Month. Life insurance is helpful at any stage of your adult life as it reduces stress and provides you and your family with financial security.
Read MoreThings You Need to Know When Financially Preparing for College
College tuition rates have risen exponentially over the years across America. So many families and individuals seeking higher education are faced with financial challenges that often deter them from achieving their educational goals....
Read MoreHow Much Money You Need to Set Aside to Survive a Recession
In this turbulent economy, keeping an adequate amount of cash in an emergency fund is a good idea in case of a recession. Setting aside money in an emergency fund can help you feel less stressed and prepared. Learn more.
Read MoreEnsuring Financial Security After Retiring From the Military
According to (Veteran Homelessness Facts), veterans are 50% more likely to become homeless than other Americans due to poverty, lack of support networks, and dismal living conditions in overcrowded or substandard housing (para. 1)....
Read MoreHow to Plan for Long Term Care
November is Long Term Care Awareness Month, a month dedicated to educating others on the importance of preparing for long-term care needs. Many retirees put long-term care preparedness on the back-burner of their retirement plan...
Read MoreHow to Prepare Financially For the Holidays
It may be October, but the holidays will arrive in the blink of an eye. The holiday season should be a time of giving, love, and joyful reunions. However, sometimes the joy is hard to come by amidst piling credit card debt and impulse...
Read MoreHow to Manage Your Finances After the Death of a Loved One
Losing a loved one comes with many emotional, situational, and financial changes. As you know, navigating the complexities of grief is challenging in itself. But, unfortunately, we also have to ensure finances are in order during these...
Read MoreDebunking Common Misconceptions About Life Insurance
Investing in life insurance is one of the most beneficial decisions you can make for the future of your legacy. However, many individuals fear life insurance because of some commonly believed misconceptions. On Life Insurance Awareness...
Read MoreLife Insurance Awareness Month
September is Life Insurance Awareness month so I would be remiss if I didn’t take this annual opportunity to implore you to take stock of your personal situation. It is so easy for policies to sit in a drawer without ever being...
Read More3 Reasons to Work with a Financial Advisor
Thanks to the internet, we are fortunate enough to have plenty of financial information and advice available at our fingertips. Some individuals, however, don’t have the time to evaluate the complexities of investing and the long...
Read MoreInflation is On the Rise: What Does This Mean for the Stock Market?
As prices for consumer goods continue to escalate, more people are taking notice of this infamous inflation spike. It’s common knowledge that a slow increase in inflation is inevitable as the Federal Reserve makes up for...
Read MoreTeaching your young adult how to budget:
As your child grows into a young adult, it's crucial to teach them strategic budgeting practices. As they land their first job, start paying for college, buy their first car, and rent their first apartment, budgeting skills will come...
Read MoreBuild an education financial roadmap together this Father’s Day
Father’s Day is a time to celebrate dads. Whether you have a dad to celebrate or you also are a dad worthy of celebration, I think we can all agree on one thing – kids are expensive. From diapers and formula to little...
Read MoreThe Benefits of Rolling Over Your Retirement Assets Into an IRA
Whether you are preparing to retire or leave a current employer, it's time to take charge of the retirement assets you have saved thus far. At this moment, you have three options: Cashing out Leaving your assets in your previous...
Read MoreRetirement Challenges for Women
There is no question that men and women face different challenges in the workforce. Whether it is fighting for equal pay and maternity leave benefits, or trying to re-enter the workforce after raising children, the landscape of...
Read MoreApril is Financial Literacy Month!
Perhaps appropriately, Tax Day and financial literacy cross paths in April of every year. Personal financial literacy is an incredibly important and often under appreciated skill set, so it seems only appropriate to take this...
Read MoreSpring Cleaning – Debt
The new year is off and running, and spring has officially sprung. That can mean only one thing – spring cleaning time is upon us. While I can’t help with your garage or closets, I can help you organize your finances. More...
Read MoreBe a savvy investor: focus on the percentages!
It is essential to understand some of the market's fallacies when many in the media say "Record Gain" or "Record Drop". In many cases, they will use "Points" rather than "Percentages," which can be very deceiving. Perhaps it is done to...
Read MoreSave more, pay fewer taxes
Tax season can be a frustrating time for many Americans. While getting a check back from Uncle Sam feels good, you have essentially provided him with an interest free loan. In that light, owing money isn’t all bad because it...
Read MoreTax questions to help U!
Whether you are filing as an individual, a household, or a business, there are a few questions you need to keep in mind this tax season. (Yes- it’s that time of year again!)
Read MorePodcast: Can I Afford to Retire?
Can I afford to retire? We get asked that question quite a bit, and many Americans are stressed about their current – and future – financial situation. We are here to help! Check out our very own Financial Advisor, Michael...
Read MoreNew Year’s Resolutions: Getting Financially Fit
New Year’s Resolutions: Getting Financially Fit It’s that time of year again – New Year’s Resolution time. How did last year’s resolution go? If the answer is not good, you are not alone. In fact, New...
Read MoreNew Year's Budgeting
Many challenges await the New Year and I don’t just mean accidentally writing 2020 for the next month and having to scribble it out. Fortunately, everyone stayed right in line with their budgets for the holiday season and there...
Read MoreSeason of Giving
Happy Holidays, the season of giving. In addition to doling out presents to family and friends, the holidays are also a great time to give to charitable causes and help those less fortunate than yourself. Better yet, build giving into...
Read MoreCharitable Giving to Churches
We have devoted a lot of time to the topic of charitable giving. Whether it is incorporated into your annual financial plan, a general planned giving strategy or done on an as available basis, when done correctly donating to many of...
Read MoreSimple tips for Holiday Spending
Amidst all the season’s well-wishing and good tidings is an undercurrent of credit card debt and overspending. The holiday season tends to only add to the stress of savings and budgeting. Despite attempts at fiscal discipline,...
Read MoreA Winning Combination: Turkey, Stuffing, Health & Prosperity
This Thanksgiving season I hope we all have had time to reflect on what is most important to us and the things for which we are most thankful. For many of us, it is good health and family. When you go around the table during holidays,...
Read MoreVetting Financial Information Online
There is no question that in today’s information age we have unprecedented access to research right at our fingertips. From Millennials to retirees, we consume an inordinate amount of our information digitally.
Read MoreInvesting: Before, During, and After an Election
The fact of the matter is, no matter what happens, there will be “Winners” and “Losers” from these election results. As investors, we want to be prepared for what investment actions would be best to make for each result in 2020.
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