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UPTOWN CAPITAL ADVISORS

2911 Turtle Creek Blvd. Suite 1100
Dallas, TX 75219

Phone:

214-628-9508

E-mail:

info@uptowncapital.com

Complimentary Financial Review

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About Uptown Capital Advisors

Uptown Capital Advisors is a Registered Investment Advisor (RIA) based in Dallas, Texas. We specialize in all areas of wealth management, including: cost effective and tax efficient portfolios; asset allocation (personal, IRA, education and health savings accounts); financial planning; estate preservation planning; charitable foundations; and needs-based insurance.

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Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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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.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators