We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Financial Planning Month: Take control of your finances with U-Vest®

Financial Planning Month: Take control of your finances with U-Vest®

October 26, 2022

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 and get your budgets organized before the new year. We know it’s easy to get off track with your finances, especially if you’re going through major life events. Keep reading to learn how to take control of your finances this Financial Planning Month! 

Taking Advantage of Financial Planning Month 

Financial planning benefits you today and in the long run. There are plenty of ways, both big and small, to work towards getting your finances under control. Throughout this month, you should prioritize checking on your financial situation including your budget, investments, taxes, retirement, and more. It’s also a good time to research new investment opportunities and check in on your retirement plans. You should create a way to track your savings and spendings if you haven’t already. If you haven’t done much financial planning, start now—it’s never too late! Remember, do not hesitate to reach out to your U-Vest® financial planner for guidance and advice.

Financial Planning with U-Vest®

The financial planners at U-Vest® are ready to help you with your financial planning needs, whatever they may be! We will work to understand you and your specific circumstances, and use that knowledge to tailor a plan to help you work towards your financial goals. We take a comprehensive approach to financial planning, investing, and managing your wealth. Your customized plan will entail a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and most importantly, your personal values. Click here to learn more. 

Considerations for Financial Planning Month

If you’ve got cash sitting in your bank, earning you close to ZERO, you may want to consider putting that cash into Short-Term Treasuries. With interest rates on the rise for the first time in a long time, the “risk free” rate is well above 3.5% and closer to 4%. Our advisors can get you US Treasury Notes or Bills that mature as early as March 2023 or can go out as long as you want to allow your cash to grow on its own. Contact us to learn more about short-term Treasuries and more!

Financial planning should start the day you receive your first paycheck, but it’s never too late to start. Take control of your finances this month by checking in on each aspect of your financial plan. Don’t hesitate to reach out to a U-Vest® financial advisor for assistance whenever you need it! Visit our website or contact us to get started with U-Vest®

This article is meant to be general in nature and is not intended, and should not be construed as personal advice of any kind. Dustin Johnson, CFP®, ChFC® is a Financial Advisor with U-Vest Financial®, a separate entity from LPL Financial, and can be reached at (727) 343-4200. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.