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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

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Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Building Your Legacy

A four-step framework for building a personal legacy.

The ABCs of Financial Literacy

What’s your plan and is it in alignment with this?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Volunteering in Retirement

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

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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.

Should I Buy or Lease an Auto?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

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

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.

Retirement Plan Distributions

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

5 Smart Investing Strategies

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Rightsizing for Retirement

What does your home really cost?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Surprises

Making the most of surprises is a great reason to work with us.

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