Welcome to UPSB Financial Services
Newsletters
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
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.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.