As we move closer to spring, it’s a great time to check in on your financial plans, stay organized for the final stretch of tax season, and make sure you’re on track for the year ahead.
In this issue, you’ll find firm updates, important reminders, and helpful resources designed to keep you informed and supported. From welcoming new members to the U-Vest® family to sharing timely updates and insights, we’re here to help you move forward with confidence this season.
Tax Day Is Around the Corner
With Tax Day about a month away, now is the time to make sure everything is in order. Taking a few moments now to review your financial documents and investment accounts can help avoid last-minute stress and ensure you’re prepared before the filing deadline. U-Vest® can help you review your investments, discuss potential tax strategies, and make sure you’re making the most of available deductions.
As a reminder, if you would like us to send any information to your accountant or another third party, we must have Form F-456 on file. Please reach out to your advisor if you will need us to send any information. Let’s work together to make the final stretch of tax season simple and stress-free!
Click here to view our 2025–2026 Tax Guide!
Welcoming Pinnacle Advisors to the U-Vest® Family
We’re excited to welcome Doug Newman, Denise Green, and their clients from Pinnacle Advisors to the U-Vest® family this month. Doug and Denise have built their practice on the same core principles that guide U-Vest®: personalized service, long-term relationships, and thoughtful financial guidance.
Through their work with clients in Vermont and Florida, they have developed a skill for helping families navigate their financial lives with clarity and confidence. By bringing our teams together, we’re expanding the experience, resources, and support available to clients while continuing to provide the individualized attention you’ve always known. Our shared goal is simple: helping you pursue your financial goals with confidence and clarity.
To Doug, Denise, and all Pinnacle clients joining us—welcome. We’re glad you’re here and look forward to serving you for many years to come.
Learn more here!
Meet Corina Rodriguez
We’re pleased to welcome Corina Rodriguez to our Tampa Bay Area office as our new Dedicated Operations Support. Corina brings a strong commitment to supporting clients and helping our team continue delivering the high level of service U-Vest® is known for. We’re excited to have her join the team and look forward to the contributions she’ll make!
A Little Luck, A Lot of Planning
St. Patrick’s Day is often associated with luck, but when it comes to your financial future, preparation and thoughtful planning make the biggest difference. Taking time to review your goals, check in on your investments, and plan ahead can help keep you on the right path throughout the year.
At U-Vest®, we’re here to help guide you every step of the way. Whether you're revisiting long-term goals, preparing for upcoming milestones, or simply making sure everything is on track, our team is ready to support you.
Reminder: Our offices and the stock market will be closed on April 3rd in observance of Good Friday.
Special Dates Coming Up in April:
April 1 — April Fools’ Day
April 5 — Easter
April 15 — Tax Day
April 22 — Earth Day
April is Financial Literacy Month
April is National Social Security Month