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.

Retirement in Sight – November 2018

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES Presented by UPAL – NOVEMBER 2018 QUOTE OF THE MONTH “Live life to the fullest.” ERNEST HEMINGWAY RETIREMENT PLANNING CONTINUES AFTER YOU RETIRE It can be easy to think of retirement planning as a means to an end: a series of purposeful

Read More

No, That Is Not the I.R.S. Calling

Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). December 3, 2018 Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1 It is very rare

Read More

The Holiday Wrap Up

A look back at 2018 thus far Presented by UPAL The year in brief. Last December, market prognosticators polled by Barron’s forecast a 7% advance for the S&P 500 in 2018. That prediction may come true. By early November, the S&P was up only about 5% for the year. Wall

Read More
UPAL MEMBERSHIP EXCLUSIVES
  • Gen1 Research
  • LayerCompliance
  • Infinedi, L.L.C.