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

President

United Financial Planning Group LLC

350 Motor Parkway , Suite 300

Hauppauge, NY 11788

631-234-0871

www.unitedfpg.com

gbarrasso@unitedfpg.com

Refer a friend

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.

To opt-out of future emails, please click here.