Welcome to UPSB Financial Services

This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
How Long Will Your Funds Last?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator is designed to help you attach a dollar figure to your life’s work.
Determine whether you should consider refinancing your mortgage.