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: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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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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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators