Welcome to UPSB Financial Services
Newsletters
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
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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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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.