HEALTHCARE & BEYOND

UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.

The IRS Changes to 529 Plans

Learn about the two new tax perks for these college savings vehicles. Provided by Kent Butcher, MBA, Registered Investment Advisor Representative February 10, 2016 Do you have a 529 plan account? Then you will want to know about a pair of federal tax law changes which may benefit you and

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Did You Hear What Happened With Social Security?

Congress has eliminated two popular strategies used to get greater retirement benefits. Provided by Kent Butcher, MBA, Registered Investment Advisor Representative February 10, 2016 If you want to claim Social Security benefits soon, keep a date & a number in mind. The date is April 30, 2016. The number is

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Wealth Builder Re-balancing Notification

Please be advised that we will be implementing changes to the Wealth Builder Strategies beginning on Friday through next week. The changes are summarized below. Keep in mind that the changes will be implemented on the strategy level. Actual trades might vary in each account, depending on the account size

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