As we step into April, it’s the perfect time to take a closer look at your financial picture. With tax deadlines right around the corner, now is the time to finalize filings, gather last-minute documents, and ensure everything is in order. April also marks Financial Literacy Month, a great reminder to strengthen your understanding of money management. As we look ahead to May, Small Business Month offers an opportunity to plan, grow, and position your business for success.
In this issue, you’ll find important updates, timely reminders, and practical resources to help you stay on track. Whether you’re wrapping up tax season, building stronger financial habits, or preparing for new opportunities, U-Vest® is here to support you every step of the way.
Tax Day Is Almost Here!
With Tax Day just around the corner, now’s the time for a final check. Make sure your documents are in order, review your filing for accuracy, and take advantage of any last-minute contributions or adjustments.
Your advisor team is here to help, whether you have a quick question or need a last-minute review!
Click here to view our 2025–2026 Tax Guide!
Take Control This Financial Literacy Month
April is Financial Literacy Month: a perfect time to pause, refocus, and make sure your financial life is working for you. No matter where you are in your financial journey, small steps can make a meaningful difference. This month is a good time to:
- Review your budget and spending habits
- Revisit your savings and emergency fund goals
- Check in on your investment strategy and risk tolerance
- Make sure your financial plan still aligns with your current priorities
Financial literacy isn’t about having all the answers—it’s about making confident, informed decisions.
Need a second set of eyes? U-Vest® is here to help you review your plan, answer questions, and make sure you’re on track, no matter where you’re starting from.
Big News: Clearwater Office is Coming Soon!
We’re excited to share that we’ll soon be opening a new office in Clearwater, FL. This new location will allow us to better serve clients with a more convenient and comfortable place to meet.
New Address:
28100 US Highway 19 North
Suite 410
Clearwater, FL 33761
(727) 343-4200
We look forward to welcoming you to our new office after May 2nd. Stay tuned for more details!
Spring Into a Fresh Financial Perspective
As we move through April, it’s a natural time for a fresh start. Just like the season brings new growth, it’s a great opportunity to revisit your financial plan, refresh your goals, and make sure everything is aligned for the months ahead.
Whether you’re checking your progress, preparing for upcoming milestones, or simply looking to stay on track, a thoughtful review now can help set you up for a strong year.
At U-Vest®, we’re here to support you every step of the way. If there’s anything you’d like to review or discuss, we’re just a call away!
Special Dates Coming Up in May:
May 8 — Free Trade Day
May 10 — Mother’s Day
May 25 — Memorial Day
May 29 — National 529 Education Savings Day
May is Small Business Month
May is Military Appreciation Month