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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

Bulletproofing Your Business

Bulletproofing Your Business

Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.

5 Keys to Fiscal Fitness

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

5 Original Ways to Show Your Love

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.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Business Solutions with Life Insurance

How can whole life insurance protect your business and reward and retain your key employees?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

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

Should I Pay Off Debt or Invest?

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

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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Should You Tap Retirement Savings to Fund College?

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Surprises

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

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