Meet Gary Parsons, Financial Advisor at U-Vest® Tallahassee, FL!
Meet Gary Parsons, Financial Advisor at U-Vest® Tallahassee, FL!
This month, we are excited to feature Gary Parsons, a dedicated advisor at U-Vest Financial with a wealth of experience in both financial planning and community mentorship. With a passion for education and service, Gary has made a lasting impact in the Tallahassee area and beyond.
Here’s more about his story:
Career & Expertise: Gary has extensive experience in financial advising and is committed to helping clients achieve their long-term financial goals. In addition to his advisory role, he teaches the Insurance Course for the CFP Program at Florida State University and serves on the program's board, shaping the next generation of financial professionals.
Community Engagement: Gary has been named Mentor of the Year for Leon County Schools in the past, recognizing his dedication to guiding students. He also owns Café de Martin, which frequently hosts fundraisers to support local initiatives.
Family Focus: A proud father and grandfather, Gary has three sons and four grandchildren, and he values spending quality time with his family.
Hobbies & Interests: When he’s not advising clients or teaching, Gary enjoys exploring his genealogy, reading historical biographies of figures, and studying World War II. He is also committed to lifelong learning and is currently working toward bilingualism through weekly Spanish classes.
We are grateful to have Gary as part of the U-Vest family and appreciate the expertise and mentorship he brings to the team.
Spring Forward: Financial Strategies for a Fresh Start
With spring around the corner, it’s a great time to refresh your financial strategy. Here are three ways to spring-clean your finances:
Review Your Investment Portfolio – Assess performance and rebalance your portfolio based on market conditions and long-term goals.
Update Your Budget – Adjust for any changes in income, expenses, or financial priorities for 2024.
Check Your Credit Score – A strong credit score can impact loan approvals, interest rates, and financial opportunities. Now is a great time to ensure your credit report is accurate.
A quick financial check-up can help set you up for success in the months ahead!
2025 Tax Guide & Key Deadlines
Get the latest 2025 Tax Guide! Stay informed about tax brackets, deductions, and key changes for this year.
Stay Informed on Key Tax Deadlines and Updates
As tax season approaches, it's crucial to stay up to date on key deadlines and recent changes that may impact your filing. With various updates to filing deadlines, deductions, and filing requirements, being proactive can help ensure compliance and avoid potential penalties. To stay informed on the latest tax updates, deadlines, and official guidance, we encourage you to visit the IRS website.
Special Dates Coming Up in April:
April 1 — RMD (Required Minimum Distribution) deadline for first-time IRA withdrawals.
April 15 — Tax Day: Individual tax returns & IRA contributions for 2024 are due.
April 22 — Earth Day: Consider reviewing your investments for sustainability opportunities.