Welcome to UPSB Financial Services
Newsletters
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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Accumulation
Estimate the future value of your current savings.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.