Welcome to UPSB Financial Services
Newsletters
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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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?
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?