Welcome to UPSB Financial Services
Newsletters
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HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.