In the News

     

    URPG Money Lessons Video Series:

    A Buffer for Bad Times (May 2022)

    During times of market turbulence, it may be best to rely on experience, not emotions.  It's always a good idea to try to identify any emotions at work before making a move with your money.  It's another good idea to review your motivations for investing.

     

    URPG Money Lessons Video Series:

    Financial Education Tips for Parents and Grandparents (April 2022)

    As an advisor, I am pleased that a national focus is placed on financial literacy every April. This month, my goal is to share the importance of having conversations about money with your children and grandchildren. Start early, and if you haven’t started, do so now.

     

     

    Ossining Gazette: Croton Caring Event Sponsored by URPG

    Ribbon-cutting photo - URPG

    URPG was delighted to sponsor Croton Caring's Spring event for seniors on Saturday, March 26, 2022.  We shared our mission as a retirement planning firm and as a values-based organization with a focus on community giving.  The Ossining Gazette ran a front-page story

     

    URPG Money Lessons Video Series:

    Giving with Impact (March 2022)

    We help our clients incorporate philanthropy in their financial plans. The truth is you can give even more to charity – and potentially realize more tax benefits – by giving in the right way and using the right vehicle for giving. In addition, you can have greater control over how your gifts are used by the causes you support.

     

     

    URPG Money Lessons Video Series:

    Love Your Beneficiaries (February 2022)

    Do you know what you need to know about providing for your beneficiaries?  It is one of the most important tasks you can do as you plan for your retirement, and beyond. Learn more about what to consider when selecting beneficiaries for your retirement accounts.

     

     

    URPG Virtual Community Retirement Conversations Series:
    Navigating Money Matters Through Difficult Times
    (January 2022)

    Peter J. Gallagher, Managing Director, URPG, and Patricia G. Micek, Esq., an estate planning attorney and elder law expert, discuss what women need to know in the event of a life change like becoming a widow or getting divorced.

     

    URPG Money Lessons Video Series:

    A Few Facts About Fiduciaries (January 2022)

    Hiring a financial planner is one of the most important decisions you can make. But what type of planner is right for you? Where do you begin? I recommend learning more about fiduciaries and I can get you started with a few important facts.

     

    URPG Virtual Community Retirement Conversations Series: A 2022 Checklist

    With the new year upon us, Peter J. Gallagher, Founder and Managing Director, Unified Retirement Planning Group, recently discussed retirement planning, including how to get started as well as what you should know in 2022 to effectively maintain your existing plan.  Other topics included today’s retirement landscape, mistakes to avoid, and positive habits to acquire.

     

    URPG Money Lessons Video Series:

    Nobody Likes Surprises (November 2021)

    My message today is for the benefit of a few generations: youth, adults at mid-career, and those about to retire.  A common thread of advice for all three age groups is you need a plan, even if you think you are too young to get started, or you are getting started too late.

     

    Ossining Gazette: URPG Expands in Briarcliff

    Ribbon-cutting photo - URPG
     

     

    At the September 1, 2021 ribbon-cutting marking the expansion of Unified Retirement Planning Group's office in Briarcliff Manor,  Founder and Managing Director Peter J. Gallagher with Office Manager Rebecca Burfeind, left, and Manager of Marketing Catherine Maroney. Learn more.