Welcome to UPSB Financial Services
Newsletters
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
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.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Car Affordability
How much can you afford to pay for a car?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?