U Financial Consulting

11/28/2021

Seminar after seminar sold out with huge waiting list. Don’t miss the next one.

11/02/2021

Look for our next dinner seminar. We have sold out every event

08/06/2021

Don’t spend hours researching. Put your trust in someone who has over 40 years of experience investing for high net business owners and professionals. Watch videos from our library that pertain to your investment needs. https://ufinancial.seminarsoncall.com/

01/26/2021

Financial planning conversations should include plans for couples and plans for surviving spouses. Don't put off making a plan even if it makes you or your spouse feel uncomfortable.

Biden's election, which will likely mean future tax policy changes, should be a wake-up call to women to get their estate plans in order.

01/22/2021

Changes in tax law may affect your 2020 tax return and your investments. For example, The CARES Act that was passed in March waives penalties for drawing down your 401(k) due to Covid. Details like this can not only affect taxes but your investment decisions. Don't just meet with your accountant, let's meet to see if 2021 is a good time to realign your investments.

Tax season is swiftly approaching, and after the roller coaster of 2020, this might be the year to get extra help from a preparer in filing your return.

01/19/2021

The College Board announced today that it would drop the optional essay section from the SAT. The Board is developing a version of the SAT that could be taken online, but no date has been announced for when this version will be launched.

President-elect Joseph R. Biden Jr. will attend a virus memorial event on the eve of his inauguration, and his team said he would revoke a Trump order loosening travel restrictions before it takes effect.

01/19/2021

Don’t let a lack of retirement planning leave your spouse vulnerable. Many couples forget to talk about what their finances will look like when one spouse passes away and the other is left alone.

Don’t let a lack of retirement planning leave your spouse vulnerable. Protect their retirement dreams from falling income and rising taxes by taking these proactive steps.

01/12/2021

If you own your own business, financial planning for retirement can be confusing. Let's talk about your options.

Hey, you’re in the big leagues now. There’s no need to keep looking at the same retirement solutions you did when your business was barely treading water.

01/07/2021

Large donations to charities deserve a second look by a professional. Considering a large gift? We're here to help!

How to help your clients invest their philanthropic dollars in a charity that will last.

12/22/2020

We're getting close to saying goodbye to 2020. We hope your week is filled with cookies (hello peanut butter blossom cookies!) and the joy of family.

12/19/2020

Weekends are a great time to check your investment and retirement accounts. If you have shares that have gone up in value, you can give them to a charity and not pay the capital gains tax. You also get the charitable deduction on your income tax if you itemize.

Assessing your retirement plan can make sure your savings goals are on track. If not, there are things you can do to course-correct.

12/08/2020

Thanks to a water main break we had to reschedule our seminar today! Thank you to everyone for your patience and understanding. We will see you tomorrow and Thursday at the Capital Grille in Tampa at Noon. Sign up here: https://retirementyou.com/FL9-Lunch?fbclid=IwAR2WjmTPnqwPxKYZEaHku9vdWUt5LGo1-434E5Jw1bENi20sMlqmp7Y_RpE