Welcome to UPSB Financial Services
Newsletters
-
What’s in Your 401(k)?
Contributing to your 401(k) can be a big step toward a more comfortable retirement, but it’s important to understand exactly what you are getting for your money.
-
Bond Market Volatility: What Causes It?
Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.
-
Ghost Tapping Scams Are on the Rise: What You Need to Know
While ghost tapping sounds like something out of a scary movie, it’s a scam that can have very real consequences.
-
The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.