Welcome to UPSB Financial Services
Newsletters
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
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.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?