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Financial Learning Center


What You Will Learn in this Section

Take some time to review this section. When you've done so, you will:

  • have a clear understanding of your financial situation;
  • have a good grasp of your spending patterns;
  • be able to identify your strengths and weaknesses in dealing with money;
  • have learned some helpful hints about saving money;
  • know what your goals are;
  • have learned how to reach those goals by making some simple changes;
  • know the legal alternatives available to you;
  • have learned about the different ways you can borrow money to pay off your debt;
  • know when you should—and when you should not—refinance your mortgage;
  • be able to make informed decisions about getting a home equity loan;
  • know what your options are when you need a loan to buy a car;
  • understand why, in most cases, loans from qualified retirement plans are not recommended; and
  • have a strategy in place for borrowing money, for whatever reason, that makes sense for you.
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.