Is Refinancing a Good Idea?

The interest rate banks are willing to lend for mortgages has been dropping for most of this year. This has led many people to refinance, or at least think about refinancing. Some people may be on the fence about refinancing. This article is about why people refinance and how to know whether refinancing is a financially savvy move or not. … Read More

Financial Well-Being: 5 Metrics to Aim For

Financial well-being is an abstract subject and it helps to have targets in mind when assessing your own financial well-being. The financial services industry is filled with rules of thumb and small snippets of advice that most people judge to be valuable. For example, you may be familiar with the so-called “4% rule” that’s peddled as an answer to how … Read More

Financial Taboos

Financial Taboos: What they are and how to deal with them Within the category of personal finances, there is an acceptable amount of widely disseminated advice and information available to people. But there still remains a few topics that most people may feel uneasy asking others about. I call these financial taboos. My absolute favorite column to read in this … Read More

Financial Planning in Evansville

About our financial planning process: My name is Erik and I run uVest Advisory Group, which focuses on Financial Planning in Evansville. Having a plan is important. Equally important is the process by which you develop your plan. uVest Advisory has a very specific and concrete approach to financial planning. We have a roadmap for our clients to follow step … Read More

Review of Motley Fool’s Investment Guide

 Erik GoodgeErik Goodge is a CERTIFIED FINANCIAL PLANNER™ and the President of uVest Advisory Group. He holds a B.S. in Economics and Cognitive Science from the University of Evansville. Erik is a Marine Corps veteran of the Afghanistan campaign and Purple Heart recipient. He is from Evansville, Indiana, and currently lives in near-by Newburgh with his wife and daughter. … Read More

How to become a millionaire

Do you know exactly how much money you want to have before you retire? Do you have a plan to get that money? My guess is probably not. But here’s why you should. Most people, especially fellow Millennials, think about their working career in a way similar to their parents. They wake up, go to work, come home, rinse and … Read More