The London-based Daily Mail continued its coverage of global market turbulence. Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, was among the experts interviewed following the Trump administration’s tariff announcements. Among his comments, Peter cautioned retirement savers to avoid the impulse to sell in down markets, and explained why. Click here

Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, was among a number of professionals interviewed by the London-based Daily Mail for their perspectives on what American investors, especially retirement savers, should and should not do amid the current market turbulence. Among his comments, Peter advised savers to focus on their long-term retirement plans. Click here

Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, weighs in on a recent study analyzed by Money.com that two-thirds of respondents have overestimated retirement savings levels. Peter provides perspective, including about tax issues for beneficiaries of an IRA from a parent. Click here

In a recent interview with the London-based Daily Mail, Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, discussed how he is advising clients regarding the Fed’s rate cuts in mid-September. He emphasized that timing the market “is impossible and should be avoided at all costs, especially in retirement accounts. Click here

For an article about what Americans need to know when they inherit a 401(k) or IRA, the London-based Daily Mail interviewed Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY. Peter discussed new IRS rules and the importance of understanding tax ramifications, and emphasized the need for professional financial guidance. Click here.

The London-based Daily Mail interviewed Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, about annual financial industry research claiming the performance of the S&P 500 during an election year can predict if the incumbent president wins. Peter did not engage in predictions and suggested other criteria, noting how our clients are focused on inflation and cost of living issues. Click here.

The London-based Daily Mail interviewed Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, about the record highs of U.S. stock market indices as the new year began and what the rally meant for an investor's 401(k). Peter discussed the importance of having a plan and focusing on long-term investment goals. Click here.

Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff, NY, was interviewed by a San Francisco Chronicle reporter in mid-December about his thoughts on what the stock market’s recent record highs meant for an investor’s 401(k). Peter discussed the importance of having a plan, which includes investment diversification, and focusing on the long term, rather than periodic market plunges. Click here.

How transparent is your current advisor concerning fees and investment recommendations? Here are five questions you can ask to become fully informed. To learn more, click here.

Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, was quoted in a Money.com article on September 29, 2022 on health care expenses for retirees. Peter discussed the importance of having long-term care insurance. Click here.

In an article in Bass World, the magazine of the International Society of Bassists, Peter J. Gallagher, Managing Director, URPG, reflects on his time as a classically trained string bassist before switching careers 25+ years ago to venture into retirement planning. He emphasizes that the similarities of both professions have to do with discipline, collaboration and performance at a high level. URPG’s partnership with Commonwealth is also highlighted. Click here.

Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, was quoted in a WSJ article in advance of the June 15, 2022 Fed Meeting. Peter advised that good financial decisions in the face of imminent interest rate increases include paying down debt and know the risks regarding adjustable-rate mortgages. Click here.

We welcomed the opportunity to be interviewed for the "Retiring" column in the Times' Sunday Business Section, June 12, 2022. Peter J. Gallagher, Managing Director, Unified Retirement Planning Group in Briarcliff Manor, NY, provided perspective about taking IRS-required minimum distributions at age 72 amid market turbulence. Click here.

In celebration of Financial Literacy Month and National Library Week 2022, and in support of getting one’s financial health in shape, United Retirement Planning Group provided community funds to the Friends of the Briarcliff Manor Public Library to expand financial education collections for both children and adults. Meet the BMPL team who collaborated with URPG.