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, 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.

 
 
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

This is your brain on retirement

This is your brain on retirement

Human nature, biases and assumptions can make it challenging to prepare for retirement.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

How to avoid accidentally disinheriting your spouse

Make sure you are reviewing your will to ensure your spouse isn't unintentionally disinherited.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Whole life insurance: part of a tax diversification strategy

This is the best and simplest strategy that can make your retirement go a long way.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

This is your brain on retirement

Human nature, biases and assumptions can make it challenging to prepare for retirement.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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