Welcome to UPSB Financial Services
Newsletters
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?