Gerry Barrasso Featured in GOBankingRates Article on Generational Wealth Strategies
We are proud to announce that Gerry Barrasso, CPA, CFP®, founder and president of United ...
Market Volatility Got You Worried? Why Having a Plan (and an Advisor) Is Key
Recent weeks have seen significant turbulence in the financial markets, with major stock indices experiencing ...
Ryan Derousseau CFP®, EA, Quoted in The Wall Street Journal: A Deep Dive into High-Yield Savings Accounts
Read the full article → Introduction: The Allure of High Returns In today’s financial landscape, ...
Is Your Portfolio Built to Withstand a Recession? A Retiree’s Comprehensive Guide to Risk Management
Is Your Portfolio Built to Withstand a Recession? A Retiree’s Comprehensive Guide to Risk Management ...
Gerry Barrasso CPA, CFP®, PFS Quoted in Fortune
In a recent Fortune article exploring the rise of “doomspending”—a trend where consumers spend impulsively ...
Five Key Strategies for a More Secure Retirement: Expert Tips in Wealth and Investment Management
Investment Management Tips for Retirees Retirement represents an exciting new chapter—one where you can focus ...
The Power of Passive Income Streams for High-Net-Worth Individuals
The Power of Passive Income Streams for High-Net-Worth Individuals For high-net-worth (HNW) individuals, wealth management ...
Investment Management Strategies for High-Net-Worth Individuals
Investment Management Strategies for High-Net-Worth Individuals Managing significant wealth comes with unique challenges and opportunities. ...
Navigating Financial Challenges as a Business Owner in New York
Self-employment offers unparalleled freedom and flexibility, but it also comes with unique financial challenges. As ...
United Financial Planning Group’s Ryan Derousseau Featured in NAPFA Advisor Magazine
We’re excited to share that Ryan Derousseau, CFP®, a key member of our team at ...
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