As summer break comes to a close and routines fall back into place, we’re stepping into a back-to-school season full of fresh starts and opportunities. Whether you’re getting your family ready for a new school year or simply settling into a new rhythm, now is the perfect time to revisit your goals and maybe even set new ones.

Back-to-School: Fostering Financial Literacy at Every Age

As students head back to school—whether they’re starting elementary, navigating high school, or beginning another year of college—this season is the perfect opportunity to weave financial lessons into everyday life. By sharing simple money tips, you can help set your children or grandchildren on the path toward a confident and prosperous future.

Elementary School:

• Practice counting and identifying coins and bills
• Use a clear jar or envelope system to show saving vs. spending
• Set small savings goals for a toy or activity

High School:

• Walk through a paycheck and explain taxes and withholdings
• Create a simple budget for part-time job income
• Discuss credit basics and responsible debit card use

College:

• Review managing a bank account and tracking expenses
• Talk about credit cards, interest rates, and building a strong credit history
• Encourage saving a percentage of income or financial aid refunds

Parents and students: Back-to-school is about more than academics—it’s a chance to build real-world skills that last a lifetime. Need help getting started or want personalized tips for your family? We’re here to support “U!”

Our Greer, South Carolina Office is Now Open (By Appointment Only)

We’re proud to serve clients from our first South Carolina location in Greer! Ryan Petteruti and Collin Maides are ready to welcome clients in the Greenville area and provide the personalized service you’ve come to know and love at U-Vest®. Ready to meet with an advisor in SC? Call us today to schedule your appointment.

Address: 955 West Wade Hampton Blvd., Suite 2A, Greer, SC 29650

Phone: (864) 572-2720

Email: Ryan@u-vestfinancial.com

Collin@u-vestfinancial.com 

August is National Make-A-Will Month

Did you know that 76% of Americans don’t have a will? Without a will in place, your wishes for asset distribution and the care of loved ones may not be carried out as you intended. A comprehensive estate strategy not only preserves your legacy but can also help simplify the probate process for your family. It’s wise to review your estate documents regularly, especially after major life events like marriage, divorce, or the birth of children and grandchildren. Contact us today to discuss how we can support your estate planning needs.

Special Dates Coming Up in September: 

September 1 — Labor Day

September 11 — Patriot Day

September 15 — National Hispanic Heritage Month

September 22 — First Day of Fall

September is Life Insurance Awareness Month

September is College Savings Month