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.

 
 
Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

How Do You View Your Future?

How Do You View Your Future?

Learn how your personality influences your financial views.

Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

 

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Is it Too Late to Plan for Retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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The Long Run: Women and Retirement

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

Encore Careers: Push Your Boundaries

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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.

Rightsizing for Retirement

What does your home really cost?

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