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

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Calculators

Cost of Retirement

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

More Calculators