... Gerard Barrasso, CPA, CFP®, PFS
United Financial Planning Group LLC

Trusted Advisor

Monthly Newsletter

September 2020


Women Outpace Men in Degrees Earned

Women attained more educational degrees than men at every level during the 2019-2020 academic year.


Return of Premium Life Insurance: Protection and Cash Back

If you're thinking about term life insurance, consider a return of premium policy. If you outlive the coverage, you get all your premiums back.


Printing Money: The Fed's Bond-Buying Program

The Federal Reserve's unprecedented efforts to support the U.S. economy include a virtually unlimited commitment to purchase Treasury securities.


Accumulating Funds for Short-Term Goals

Investing for short-term goals generally requires a conservative approach.

Gerard Barrasso, CPA, CFP®, PFS
United Financial Planning Group LLC
888 Veterans Memorial Hwy , Suite 405
Hauppauge, NY 11788

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