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Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Strength. Strategy. Experience. Career Opportunities Social Security: By the Numbers

Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

8 Financial Lessons from the Big (and Little) Screen

Financial lessons from movies and TV.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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