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.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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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.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

How credit can determine your financial health

These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Let’s schedule your annual financial review

An annual review is a yearly financial checkup – a chance to assess the decisions you’ve made this year and ensure you’re still on track to reach your goals. Let’s schedule yours today to discuss your financial priorities and goals, including what’s changed and what hasn’t. Call my office or simply reply to this email.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Paying Off a Credit Card

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

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.

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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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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

The Cost of Procrastination

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

No Cash, No Checks, No Problem

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Power of Compound Interest

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