Trusted Advisor

Monthly Newsletter

August 2020

Almost Nine Out of Ten Women Qualify for Social Security on Their Own

The percentage of women who are fully insured for Social Security retirement benefits based on their own work records has increased significantly since 1984.

The Changing College Landscape

The 2020-2021 academic year is right around the corner. Here's what's new on the college landscape, including changes brought on by the coronavirus.

Could You Be Responsible for Your Parents' Nursing Home Bills?

Some 26 states have laws that could require a child to pay for the costs of medical care, including nursing home expenses, for a parent.

Three Things to Consider Before Your Next Trip

The health and economic crisis created by the coronavirus pandemic will have a long-lasting impact on how we all will travel going forward.

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.