Gerard  Barrasso, CPA, CFP®, PFS's Profile Picture Gerard Barrasso, CPA, CFP®, PFS
United Financial Planning Group LLC
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Trusted Advisor

Monthly Newsletter

July 2021

Can You Fund Your Retirement?

Retirement confidence among U.S. workers is at the highest level since 2000.

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Don't Let Debt Derail Your Retirement

Recent studies reveal an alarming trend: The percentage of older Americans with debt is at its highest level in almost 30 years, and the amount and types of debt carried are on the rise.

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International Investing: Opportunity Overseas?

U.S. stocks have outperformed foreign stocks over the last decade, but international stocks may be poised for a comeback.

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Is It Time to Cut Cable?

Understand the pros and cons of cutting the cord on cable.

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Gerard  Barrasso, CPA, CFP®, PFS's Profile Picture
Gerard Barrasso, CPA, CFP®, PFS
President
United Financial Planning Group LLC
888 Veterans Memorial Hwy , Suite 405
Hauppauge, NY 11788
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IMPORTANT DISCLOSURES



The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Advisor Solutions Copyright 2021.

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