Welcome to UPSB Financial Services
Newsletters
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.