Welcome to UPSB Financial Services
Newsletters
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.