Welcome to UPSB Financial Services
Newsletters
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
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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.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lease Payment
How much would your monthly lease payment be?
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Credit Card Debt
How Long Will It Take to Pay my Balance?