Money | U-Vest Financial

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Five Things to Know About 529 Plans

Wherever your child is on their education journey, there's no better time to start saving for college than right now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What to expect when you’re expecting (a new house)

For better or worse, buying a house – not to mention moving – can be a stressful affair. Here are some tips to keep in mind.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Data Breaches: Tips for Protecting Your Identity and Money

Data breaches are becoming more and more common. Here’s how you can protect your personal information from attack.

10 Tips to Master Personal Finance

Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.