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

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Is Your Financial House Haunted?

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The 12 Steps to Living Confidently: Savings and Cash Flow

Why is Cash Flow so important to understand?

Organizing Your Finances

Spark joy and become more confident by giving your finances the home organization treatment.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The 12 Steps to Living Confidently: Define Your Life Goals

It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.

View all articles arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here’s a crash course on saving for college.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

View all videos arrow