As the first quarter of 2026 unfolds, thoughtful planning can help you stay focused and capitalize on new opportunities throughout the year. At U-Vest®, our focus is on helping you manage risk, achieve short-term goals, and set your sights on long-term targets.
In this issue, you'll find helpful reminders and solutions for managing your finances this year, continuing the momentum you started with in January.
It’s Tax Time
Tax season is in full swing, making February an important time to get organized. Preparing early gives you a clearer view of your financial picture and reduces last-minute surprises. U-Vest® can help you to review investments, consider tax-reduction strategies, and take full advantage of deductions.
American Heart Month: Financial Stability and Safety Nets
Heart disease is still the leading cause of death. So the question isn’t just, “Are you healthy?”—it’s also, “Is your family protected if something unexpected happens?”
February is American Heart Month, making it the perfect time to show your heart some love—both physically and financially. Just like your heart, your finances need regular checkups and preventative care. With consistent planning and thoughtful decision-making, you can keep your financial health strong.
This month, take time to focus on your financial wellness. Disability insurance can act as financial CPR, providing critical support when the unexpected arises. From budgeting and saving to protecting and insuring your future, intentional effort helps keep your goals on track. And just as a healthy heart supports your overall well-being, a well-executed financial plan helps keep your future strong and resilient.
This is your sign to reach out to your Dedicated Advisor Team and schedule a financial check-in this month!
U-Vest® in the Greer Community
U-Vest® officially marked its presence in Greer with a ribbon-cutting ceremony last month and became a member of the Greer Chamber of Commerce. Our Greer team enjoyed celebrating with local leaders and neighbors as we continue building relationships in the Upstate!
We were also grateful to be featured by a local news outlet, which highlighted our work and our commitment to serving Greer and the surrounding areas.
Read the full article: https://www.greernews.com/news/u-vest-financial-opens-first-south-carolina-office-in-greer/article_70d9cc28-2c39-4522-b73b-598fd5ee7ec6.html!
Happy Valentine’s Day from U-Vest®!
This Valentine's Day, show some love to the things that matter most, including your financial health. Making intentional financial choices is a meaningful way to care for yourself and your loved ones. It's the perfect time to plan for the future; a little attention today can pay off in confidence for
tomorrow.
At U-Vest®, we value your continued trust and seek to make it easier to define and make the best choices to protect yourself and the ones you love.
Special Dates Coming Up in March:
March 6 – Employee Appreciation Day
March 8 – Daylight Saving Time - Spring Forward!
March 8 – International Women’s Day
March 17 – St. Patrick’s Day
March is Women’s History Month
Here's to a month of healthy hearts, smart choices, and a brighter financial future. We are beside “U” every step of the way!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.