Welcome to UPSB Financial Services

Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Will you be able to afford nursing home care?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much will it cost to pay off a loan over its lifetime?
A balance sheet summarizes your assets and liabilities and reveals your net worth.