Welcome to UPSB Financial Services
Newsletters
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.