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.

 
 
Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to consider inflation into your retirement strategy

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

How to make charitable giving a lifelong pursuit

Giving is good for the recipient – and the giver.

How to avoid accidentally disinheriting your spouse

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

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Volunteering in Retirement

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

How will you pay for health care in 2053?

Health care costs can top $600,000 for a couple in retirement. Here are 6 planning steps you can take to be prepared.

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Saving for Retirement

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

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.

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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Should You Tap Retirement Savings to Fund College?

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

Leaving Your Lasting Legacy

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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