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.

 
 
Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

3 Important Insurance Considerations for Retirees

3 Important Insurance Considerations for Retirees

Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Retirement Victory Lap

A confident retirement begins with a plan.

3 Important Insurance Considerations for Retirees

Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.

Top Tips for a Retirement Tailgate

The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?

Money that Buys Good Health is Never Ill Spent

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

How to Jump-Start Your Financial Strategy for Retirement

Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.

You Are Not Alone it Just Feels That Way

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

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RE: Retirement

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

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.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Don't Buy The Hype

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

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