Welcome to UPSB Financial Services
Newsletters
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.