Applied Financial Group - Woodbury, NY

The Living Balance Sheet
 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Retirement Road Trip

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

401(k) Plans Are Not Just for Big Businesses

Many small businesses are one person businesses.

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.

Retirement Victory Lap

A confident retirement begins with a plan.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

View all articles arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Rightsizing for Retirement

What does your home really cost?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

View all videos arrow