Welcome to UPSB Financial Services
Newsletters
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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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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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Car Affordability
How much can you afford to pay for a car?
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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?