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

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators