Hey there! We are Enfold and we make really beautiful and amazing stuff.
This can be used to describe what you do, how you do it, & who you do it for.
Investment advisory services are offered through Agemy Wealth Advisors, LLC, a Registered Investment Advisor and fiduciary to its clients. Agemy Financial Strategies, Inc. is a franchisee of Retirement Income Source®, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are associated entities. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC entities are not associated with Retirement Income Source®, LLC.
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
Email: office@agemy.com
Investment advisory services are offered through Agemy Wealth Advisors, LLC, a Registered Investment Advisor and fiduciary to its clients. Agemy Financial Strategies, Inc. is a franchisee of Retirement Income Source®, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are associated entities. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC entities are not associated with Retirement Income Source®, LLC.
Copyright 2026 Agemy Financial
Powered by: Onimod Global
Hidden Costs That Can Impact Retirement
News, Retirement Income Planning, Retirement PlanningPlanning Beyond the Obvious When people think about retirement, they often focus on the major expenses they expect to face, such as housing, healthcare, travel, and everyday living costs. While these are certainly important considerations, many retirees encounter additional expenses they did not fully anticipate during their working years. Even a well-prepared retirement strategy can […]
The Biggest Shift in Retirement Planning Most Investors Miss
Investment Management, News, Retirement Income Planning, Retirement PlanningRetirement Isn’t a Date — It’s a Financial Shift Retirement is often thought of as a milestone you reach at a specific age—62, 65, or 67. Those ages may determine when you can access certain benefits like Social Security or Medicare, but they don’t define what retirement actually is. From a planning perspective, retirement is […]
Are You Taking Too Much — or Too Little — Risk Into Retirement?
News, Retirement PlanningRetirement planning often presents a surprising paradox: the same investment strategy can feel both too risky and not risky enough—sometimes at the same time. For decades, investors have been encouraged to reduce risk as they age by shifting away from equities and toward more conservative holdings. While that principle has merit, modern retirement planning has […]
Your Mid-Year Financial Check-Up: A Strategic Reset for High-Net-Worth Individuals
Financial Planning, Investment Management, News, Retirement PlanningFor high-net-worth individuals (HNWIs), financial planning is rarely a once-a-year exercise. Markets shift, tax laws evolve, investment opportunities emerge, and personal priorities change, often faster than expected. That is why the middle of the year presents a critical opportunity to pause, evaluate, and recalibrate your financial strategy before year-end deadlines begin to narrow your options. […]
The Retirement Trap & How to Avoid It
News, Retirement Income Planning, Retirement PlanningIt was George Santayana who famously said, “Those who cannot remember the past are condemned to repeat it.” In the world of finance, Andrew and Daniel Agemy—the father-son duo behind Agemy Financial Strategies—prefer a slightly more pointed version: Those who don’t know history are doomed to repeat history. This concept is the bedrock of their […]
The Retirement Blind Spot: Underestimating Longevity
News, Retirement PlanningWhen it comes to retirement planning, most Americans aren’t missing motivation; they’re missing perspective. And that gap in understanding could have serious financial consequences. A recent study from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC) highlights a critical issue: people simply don’t know how long retirement may actually last. Only 33% […]