When it comes to administering a 401k, it can often feel overwhelming for business owners. The rules, duties and responsibilities are complex. As a retirement
The United team is grateful for the opportunity to support Island Harvest Food Bank on Friday, a leading hunger-relief organization working to end hunger and
Effective January 1st, 2026, a new IRS rule will require certain employees to make retirement plan catch-up contributions on a Roth (after-tax) basis. This
We are excited to share that United Asset Strategies has been named to the Forbes 2025 Top RIA firms!
Rankings generated by SHOOK Research are based on
As 2025 winds down, it’s crucial to revisit your financial plan and ensure that you’re taking advantage of timely opportunities. A few strategic moves before
This past weekend, our community came together with the Long Island Coalition for the Homeless to support students and families with a back-to-school supply
We are excited to share that United has opened a second location in Short Hill, New Jersey. While you can still find us at our headquarters on Long Island, we
2024 Forbes Top Women Wealth Advisors Best-In-State
Forbes rankings are developed based on an algorithm of qualitative data, via surveys and interviews conducted
This is a reminder that tax documents will be available mid-February. Documents can be accessed online at any time by logging on to SchwabAlliance.com. For
