Jason T. Cabot, Partner, Financial Planner at UFG Advisors

Jason T. Cabot, Partner, Financial Planner at UFG Advisors CPFA® Partner, Financial Planner at UFG Advisors

12/30/2025

Happy Holiday Season!

10/12/2025

Inflation adjustments and the new tax law will combine to give taxpayers more relief.

10/11/2025

Fernando Mendoza is a business school grad who spends his summers interning at investing firms and maintains an active LinkedIn profile. He’s also a leading contender for the Heisman Trophy.

10/10/2025

Brands are terrified of messing up their relationships with the youngest adult consumers. A new kind of company is here to help.

10/09/2025

Markets are hovering near record levels. If you’re considering locking in some gains before the year closes, be sure to account for the tax implications so you don’t pay more than necessary.

10/08/2025

In the casino, the odds are tilted against you. In the market, the odds tilt strongly in your favor, but only if you understand time, discipline, and the nature of your opponents.

10/07/2025

Advisers usually recommend a direct transfer when consolidating an IRA because of its simplicity, but there are sometimes good reasons to do a 60-day rollover.

10/06/2025

Better security translates to necessary ‘cost or inconvenience,’ Singapore’s top cyber regulator says.

10/05/2025

One risk of lifestyle creep is getting used to a standard of living that can't be supported when you stop working. How to balance today's desires with tomorrow's needs.

10/04/2025

Gen Z, parents, and business leaders are increasingly questioning the value of college. One school in Wyoming is trying to prepare its students for a variety of post-graduation paths. That involves getting work experience while still in high school, even if it means adjusting class schedules.

10/03/2025

The financial benefits of delaying retirement can be significant. A person who continues to earn some income, even on a part-time basis, is likely to withdraw less from their savings, preserving more for later in life or heirs. Here are four examples of how people manage it.

10/02/2025

The Wall Street Journal/College Pulse rankings focus on how well colleges set their graduates up for financial success

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