Welcome to UPSB Financial Services
Newsletters
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
-
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
-
REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?