Blog

Wednesday, May 29, 2024

Searching for optimal returns in the busy investing world leads individuals to seek the perfect balance between risk and reward. One of the most effective strategies to achieve this balance is diversification.

Tuesday, May 21, 2024

The end of May signals the end of Older Americans Month, honoring the seniors in our communities and reflecting upon the retirement challenges they often encounter. 

Monday, May 20, 2024

As inflation persists despite increasing interest rates, it's crucial to reassess your investments. 

Monday, May 13, 2024

Making sure your nest egg lasts throughout retirement requires assessing your personal situation, balancing risk, securing reliable income streams and understanding how distributions affect your finances. When securing your financial...

Friday, May 10, 2024

One financial consideration for accumulating wealth as we approach retirement age is Required Minimum Distributions (RMDs). These mandatory withdrawals apply to individuals with certain retirement accounts once they reach retirement age.

Show All

Friday, May 3, 2024

Unfortunately, many retirees struggle to maintain their desired lifestyle on fixed incomes. Achieving financial freedom in retirement hinges on developing and executing a strategic plan to generate long-term passive income.

Friday, April 26, 2024

Estate planning is essential for high-net-worth individuals, who often have significant assets to pass on to their families. However, busy schedules and high-stress levels lead many to delay this critical process.

Thursday, April 11, 2024

As April unfolds, taxpayers across the United States anticipate a looming deadline: Tax Day.

Wednesday, April 10, 2024

While we've previously explored the advantages and disadvantages of retiring in Connecticut and Colorado separately, today's blog aims to facilitate your decision-making process by comparing the two directly.

Wednesday, April 10, 2024

This Financial Literacy Month, let's pause to consider the crucial role of retirement planning in confidently navigating financial uncertainties. Understanding how to manage money effectively is fundamental. Shockingly, the lack of...

Friday, March 22, 2024

Taxes – they're a fact of life. Whether you love them or loathe them, they're essential to living in a modern society. But navigating the murky waters of tax laws and regulations can often feel like deciphering a cryptic code.

Friday, March 15, 2024

As the seasons transition and we look forward to warmer days ahead, change sweeps not only through the natural environment but our financial world, too. For high-net-worth investors, spring signals a prime time to review financial plans, es

Monday, March 11, 2024

As Americans approach their mid-sixties, they will encounter a significant milestone known as 'Peak 65'. This phenomenon can have profound implications for retirement plans. 

Friday, March 1, 2024

International Women's Day, celebrated on March 8th, is a reminder of the ongoing journey toward gender equality. It's a day dedicated to recognizing and uplifting women from all walks of life, including those nearing retirement.

Monday, February 19, 2024

The great wealth transfer, or intergenerational wealth transfer, is the transmission of family assets from generation to generation. Baby Boomers are expected to transfer trillions of dollars in wealth to younger generations over the...

Wednesday, February 14, 2024

In pursuing financial independence and retirement security, many individuals are turning to self-employment and entrepreneurship. For those who venture into solo businesses, the Solo 401(k) emerges as a powerful tool, offering unique...

Wednesday, February 7, 2024

February 16th is National Caregivers Day, a day that honors individuals who selflessly provide care and support to those who need it most. It's also a great time to think about your own care needs in retirement and how to navigate the...

Monday, February 5, 2024

If you have a traditional IRA, you might be interested in turning some or all of it into a Roth IRA. Roth conversions have maintained their status as a tried-and-true financial strategy, offering a path to enhance your retirement...

Friday, February 2, 2024

Working hard to save a million dollars in your 401(k) is a significant achievement on the road to a comfortable retirement. However, Uncle Sam can put a damper on your parade.

Tuesday, January 16, 2024

Inheriting wealth can be both a blessing and a responsibility. While it provides financial security and opportunities, it also comes with the challenge of managing and preserving that wealth for the future. Whether you've recently...

Monday, January 8, 2024

Many Americans tend to put off their taxes until the last minute, causing panic as the April 18th tax deadline approaches. Planning ahead for the upcoming tax season is a smart move that can save you stress later on. A solid tax plan...

Wednesday, January 3, 2024

The world of investing is evolving rapidly, and so are the options available to investors looking to secure their financial future. As digital assets like cryptocurrencies gain popularity, many investors wonder whether it's wise to...

Monday, January 1, 2024

When it comes to retirement planning, high net-worth individuals (HNWIs) aren't just dabbling in financial foresight – they're orchestrating a symphony of wealth, securing legacies, and creating financial strongholds for...

Friday, December 29, 2023

The SECURE Act 2.0, enacted in late 2022, changed over 90 rules about IRAs and other qualified retirement plans, including RMDs. Here's what you need to know about upcoming changes in 2024. A Required Minimum Distribution (RMD)...

Wednesday, December 20, 2023

As Bitcoin and other cryptocurrencies continue to gain mainstream attention, more people are considering the role of digital assets in their retirement plans. The volatile nature of cryptocurrencies, combined with their potential for...

Friday, December 15, 2023

If you are a high net-worth individual, the need for estate planning becomes even more significant due to the complexity of your financial situation. But when should you start estate planning if you fall into this category? Estate...

Friday, December 8, 2023

As the end of the year approaches, many high-net-worth investors may be considering ways to impact the world through charitable giving.  Charitable giving benefits the causes you care about and offers potential tax advantages. In...

Friday, December 1, 2023

Given the volatile year we've encountered, checking in on your retirement plan may make a lot of sense this December.  As we approach the end of the year, it's the perfect time for retirees to conduct a comprehensive financial...

Friday, November 24, 2023

Retirement planning is abuzz with new insights and strategies as we approach the upcoming year.  With shifting retirement account contribution limits and promising fresh opportunities to fortify your nest egg, the financial...

Friday, November 17, 2023

There are a lot of critical steps to preparing for retirement. One of the most important can be understanding the tax implications of your savings and planning for them accordingly. It's not just about figuring out how much income...

Friday, November 10, 2023

Retiring with ample wealth is a goal we all share, and saving our cash is a common strategy to achieve a carefree retirement. But is it possible to over-save for your golden years? The answer could surprise you. 

Friday, November 3, 2023

In a world where technology is rapidly advancing, many are turning to virtual advisors for things like retirement planning. But is this a sustainable long-term solution? Let's find out! There's no doubt that technology has become an...

Monday, October 23, 2023

If you're approaching retirement, you're likely exploring avenues to fine-tune your financial strategy.  One option worth considering is the Self-Directed Individual Retirement Account (SDIRA). While traditional IRAs and 401(k)s...

Friday, October 20, 2023

Navigating investments at any stage in life can be complex, but as retirement approaches, the stakes become even higher. During retirement, the main goal is to minimize risk, generate income, and protect your assets from inflation. So...

Friday, October 13, 2023

You might be familiar with Required Minimum Distributions (RMDs) if you're approaching retirement. However, the rules surrounding RMDs are changing, and this might leave you wondering, what's next? The biggest change is a 3-year...

Sunday, October 1, 2023

Picture your financial journey as a scenic hike up a challenging mountain. Just as climbers prepare with practice hikes, gear, and their safest route, retirees must also meticulously plan for the ups and downs of their retirement journey.

Friday, September 29, 2023

Planning for healthcare in retirement can be daunting, as it often comes with substantial costs that need careful consideration. To navigate this complex landscape, you need the right strategy. Here's how you can secure a financially stable

Friday, September 22, 2023

Renewable energy has garnered widespread popularity across various industries, sparking innovation and sustainability. What is we approached wealth-building with a similar mindset?

Friday, September 15, 2023

Creating intergenerational wealth is a goal many retirees aim to achieve. However, with the wealth landscape undergoing a seismic shift, it's leaving many investors feeling unprepared. Here’s how you can get organized.

Friday, September 8, 2023

Managing your money effectively during retirement requires a combination of strategic decisions and a solid financial plan. Let’s explore some key strategies to help you maintain financial control throughout your golden years.

Friday, September 1, 2023

September is National Preparedness Month, a great reminder of the importance of preparing for unexpected events. Whether you face natural disasters or sudden health setbacks, it’s essential to have a plan. Here’s what you need to know.

Friday, August 25, 2023

The state of Connecticut has a lot to offer retirees. If you’re considering retiring here, you’ll need a well-thought-out plan. Here’s what you need to know.

Friday, August 18, 2023

Unlocking additional income streams during retirement is not only about financial security but also about embracing newfound passions and experiences.

Thursday, August 10, 2023

As America continues to age, the financial landscape evolves with it. This demographic shift, often dubbed the "silver tsunami," brings unique challenges and opportunities to wealth management.

Tuesday, August 8, 2023

The current health and economic crisis has a severe impact on women’s financial and retirement security. Here’s why a number of other financial priorities can get in the way and how to overcome them.

Friday, August 4, 2023

Retirement presents a distinctive challenge for business owners and leaders: ensuring their organization's continuity and prosperity. This is where succession planning becomes crucial. Succession planning is identifying and...

Friday, July 28, 2023

Retirement is a milestone that many people eagerly anticipate, and attaining a sizeable nest egg is the goal for many. Even with substantial savings, it is crucial to manage retirement risks effectively to protect and grow your nest egg.

Friday, July 21, 2023

You’ve made it to retirement, the golden phase of life when you can finally relax and pursue hobbies, travel, spend time with loved ones, and embrace a slower pace. However, being retired doesn't mean the end of financial planning. 

Friday, July 14, 2023

Building a solid retirement portfolio is essential for several reasons. Below will help you understand the fundamentals of building your retirement portfolio and the critical investments that can make it robust and sustainable.First...

Thursday, June 22, 2023

Amidst the excitement and anticipation of retirement, it is crucial not to overlook an essential aspect of retirement planning: estate planning. 

Monday, June 12, 2023

Retirement marks a significant turning point in our lives, representing the culmination of years of hard work and the beginning of a new chapter. However, ensuring financial security during this phase is paramount. For retirees, having...

Tuesday, June 6, 2023

Retirement is a huge milestone, symbolizing the shift to a chapter of tranquility and leisure. As we bid farewell to the demands of the working world, retirees need to safeguard their financial well-being to ensure a comfortable lifestyle.

Thursday, June 1, 2023

Retirement presents a unique opportunity to de-stress, revel in the fruits of your labor, and leave a lasting impact on the world through charitable giving.It’s a time when many retirees aspire to create a legacy of generosity,...

Tuesday, May 30, 2023

Inflation continues to be a significant concern for investors worldwide as consumer prices rise, and many are searching for ways to address it. You're not alone if you're among those looking for a solution.Many investors seek...

Monday, May 22, 2023

Retirement is an exciting phase of life that allows you to enjoy the fruits of your labor and pursue your passions. However, your retirement dreams can quickly become nightmares without proper planning.Retirement planning involves...

Monday, May 15, 2023

Retirement is when most people look forward to enjoying their golden years and living on their terms. However, it can also be a time of financial uncertainty if you have yet to plan for it properly. With the right retirement...

Monday, May 8, 2023

Planning for retirement can be overwhelming, primarily when investing your hard-earned savings. While there are countless formulas and strategies, taking a step back and considering the big picture is essential.This blog will review...

Wednesday, May 3, 2023

For high-net-worth individuals looking to safeguard their assets and ensure their legacy lives on, estate planning is paramount. One effective tool that can aid in achieving these goals is a trust. In this blog, we'll delve into the...

Friday, April 28, 2023

As a retiree, you have worked hard to accumulate a significant nest egg over the course of your career. However, as you move into retirement, you must navigate a series of financial requirements designed to ensure that you are using your sa

Monday, April 17, 2023

Retirement is a highly anticipated phase of life, yet it often comes with financial challenges.Preparing for retirement has become more demanding, given the increased risks and rising costs associated with healthcare, housing, and...

Sunday, April 9, 2023

With the tax filing deadline of Tuesday, April 18th, quickly approaching, retirees must plan their taxes carefully. Having a solid tax plan in place is essential to maximize retirement income and avoid any unexpected tax liabilities....

Monday, April 3, 2023

Estate planning may not typically rank high on a person's priority list, but it is crucial to create a plan for the benefit of your family's future and your peace of mind. Continue reading below to discover how to safeguard your assets...

Wednesday, March 29, 2023

As we celebrate Financial Literacy Month in April, it's an excellent time to reflect on the importance of retirement planning. At Agemy Financial Strategies, we understand that retirement planning can be intimidating. To help you,...

Monday, March 6, 2023

Spring is the perfect time to take a fresh look at your finances and make some changes that can help you achieve your financial goals. 

Monday, March 6, 2023

As you approach retirement, protecting your wealth becomes increasingly important. After all, you've spent decades building up your nest egg, and you want to ensure that it lasts as long as you do. After years of hard work, you've...

Monday, February 27, 2023

Don't leave your retirement income to chance this St. Patrick’s Day; take control of your financial future by planning Social Security into your retirement plan.

Monday, February 27, 2023

Women often put estate planning on the backburner to cater for more immediate needs, but this could have serious financial consequences for you and your family's future.

Monday, February 20, 2023

Over the next two decades, an enormous amount of wealth is set to change hands as baby boomers pass on their accumulated assets to their adult children in Generation X and millennials. In fact, it's estimated that this Great...

Thursday, February 9, 2023

Setting up a good nest egg may seem intimidating, but there are steps you can take to make the process painless.

Monday, February 6, 2023

Long-term caregiving can be a challenging, yet rewarding experience. As a caregiver, you play a critical role in providing support and assistance to a loved one who is unable to care for themselves. While it can bring a lot of joy...

Monday, January 30, 2023

Wealth management is a critical aspect of retirement planning. In this blog, we will explore why wealth management is an important aspect of retirement planning and how it can help couples in Colorado and Connecticut achieve their financial

Monday, January 23, 2023

Inheriting wealth and managing an estate can be a complex and emotional process. It is important to remember that inheriting wealth is not just about the money, but also the responsibility that comes with it.One of the most important...

Wednesday, January 18, 2023

In our ever-changing world, financial literacy is more important than ever. There are so many ways to learn about money—from your parents, your teachers, and the internet—but what's most important is that you take it...

Monday, January 9, 2023

It’s almost that time of the year… tax season. For the vast majority of Americans who aren't tax-savvy, dealing with it can be overwhelming. Here's our top tips to make this year's tax returns as stress-free as...

Thursday, January 5, 2023

Big changes are likely coming for Americans' retirement savings. From RMD changes to 401(k) financial incentives, here's what you need to know.

Tuesday, December 27, 2022

Over the last couple of years, we have realized how important it is to be financially prepared. Financial preparedness is all about setting goals, but how often are these goals being reached? When it comes to financial goal...

Tuesday, December 20, 2022

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. Here's a look back at 2022 and what to expect

Tuesday, December 13, 2022

Having a comprehensive retirement plan is one of the most important ways to help ensure financial freedom. But don't forget to include an Estate Plan.Retirement planning paves the way for achieving life goals, managing medical...

Tuesday, December 6, 2022

“Before anything else, preparation is the key to success” - Alexander Graham BellThere are some key economic indicators pointing to a recession in 2023. The most prominent being the Fed’s decision to continue to raise...

Tuesday, November 29, 2022

Many Americans nearing retirement may think they have all their I's dotted and t's crossed. But what many fail to recognize is the importance of maximizing their 401(k)s and IRAs. Here's how to make sure you're not missing out on...

Tuesday, November 22, 2022

The IRS recently announced a number of changes to retirement savings accounts, social security and tax brackets for 2023. Additionally, the IRS issued technical guidance regarding the cost-of-living adjustments affecting dollar...

Tuesday, November 8, 2022

‘Tis the season to surround yourself with your loved ones to enjoy one another’s company. With family together this holiday season, now is a perfect time to discuss estate planning. It's also an ideal time to plan for the...

Monday, November 7, 2022

Understanding your risk tolerance is essential in developing a successful strategy. The overarching principle of risk is that the higher it is, the greater your potential for growth, but also the greater your potential for loss. Risk...

Wednesday, November 2, 2022

Estate Planning can be a difficult topic to prepare for but nonetheless, it's essential to have. Estate Planning is about more than just managing your assets and wealth. It's also about making sure that your wishes are carried out,...

Wednesday, October 26, 2022

For every investor, the world has become a hard place. But for those reaching retirement, pressure is significantly mounting. Here's how to cope with a roller-coaster market on the lead up to your golden years. When you think of...

Wednesday, October 19, 2022

We've said it before and we'll say it again: Diversify your portfolio! This practice is designed to help reduce the volatility of your portfolio over time. Let's take a deeper look. What does it mean to have a diversified...

Thursday, October 13, 2022

If you're like most Americans, you may be wondering where all of your money is going at the end of the month.Inflation has taken a toll on many Americans this past year. Inflation is at an all time high coming in at a rate of 8.6%,...

Thursday, October 6, 2022

A 401(k) plan is an employer-sponsored retirement savings account that allows you to make pre-tax contributions to your retirement fund. One of the biggest perks about having a 401(k) through your employer is that you can set up...

Wednesday, September 28, 2022

Retirement plans can be affected by many factors, such as job loss, health or family responsibilities. These issues can lead people to leave the workforce and retire sooner than expected. However, if you're lucky enough to be in...

Monday, September 19, 2022

Retirement planning is a process that maintains your finances throughout the course of your post-career years. This process essentially has 5 steps, knowing where to start, seeing how much money you'll need, setting your priorities,...

Wednesday, September 14, 2022

Are you looking for financial tips to help you save this fall? Agemy Financial Strategies has put together a fall financial checklist to help you save. Having a fall financial checklist in place will allow you to make fall a productive...

Tuesday, September 6, 2022

Connecticut is a state with a lot to offer. As you near retirement, your mind may wander to fulfilling your life's dreams; and for many, that involves relocating. Here's what you need to know about taxes if you're moving to the Nutmeg...

Tuesday, August 30, 2022

If you're planning on retiring in Colorado, the Centennial State has a lot to offer. Colorado is home to some of the most beautiful landscapes in the country, with mountains and plains stretching as far as the eye can see. And if you'd...

Wednesday, August 24, 2022

There is no doubt that we are in a bear market. When this happens, we naturally look for all the causes. Each bear market or recession has its own cause and effect. As the stock market swings wildly, investors will be looking for more de...

Wednesday, August 17, 2022

Happy Women's Equality Day! On August 26, 1920, the 19th Amendment was ratified, giving women the right to vote. One hundred years later, women still strive for equality in many areas, and retirement planning is one of them...

Monday, August 8, 2022

Retirement can be a time of great joy, but it can also be a time of great stress. Many people spend their whole adult lives anticipating the independence of retirement, but saying goodbye to one’s constant source of income may be...

Wednesday, August 3, 2022

Are YOU ready to retire? As you get closer to retirement, it becomes increasingly important to have in-depth conversations with your financial planner about the years ahead. Here are some important questions to consider in your...

Tuesday, July 26, 2022

Did you know that some of the world's greatest mountaineers relied on sherpas? Sherpa’s have been credited with high achievements for assisting mountaineers throughout history. In the financial world, we often see the same...

Wednesday, July 20, 2022

If you hear the phrase “estate planning” and immediately tune out, you’re not alone. If you dont think estate pkanning is a priority, here's 5 reasons you might change your mind.Think estate planning isn't for you?...

Wednesday, July 13, 2022

Divorce is hard, but a divorce later in life presents a unique set of challenges. Understanding how your finances are affected by your gray divorce can save you a great deal of worry and stress.Bill and Melinda Gates are separated...

Wednesday, July 6, 2022

From retirement security to living debt-free, turning 50 is your chance to make big moves in reaching your financial goals.Turning 50 is a huge milestone for many reasons. Your children have left home and may have a family of their own...

Tuesday, June 28, 2022

When it comes to inheritance, there are no guides to help you objectively determine who should get your money and assets when you’re gone. It’s a decision every person should have a right to make for themselves. Depending...

Wednesday, June 22, 2022

Worrying about having enough retirement savings can keep you up at night. The good news is there are some hacks that can make it easier.Is there a secret to retiring on time? Well, maybe. But it probably isn’t what...

Tuesday, June 14, 2022

Americans nowadays are feeling a lack of confidence when it comes to investing. A study conducted by the U.S. Bank, found women were less confident and less engaged with managing money compared to men. Investing is not something that...

Wednesday, June 8, 2022

Father's Day is upon us, and no matter what type of gift you decide to purchase, if you are not giving Dad the opportunity to retire soon, you are missing out on the most important Father's Day gift — financial independence...

Wednesday, June 1, 2022

There is no one-size-fits-all when it comes to saving and investment strategies. However, there are best practices that can help you achieve your financial goals while minimizing risk. Here's some tips on how to make the best financial...

Wednesday, May 18, 2022

Tuesday, May 17, 2022

Retiring from work? Congratulations! But before you tick off your retirement bucket list, you need to tick off your retirement to-do list. If there’s one thing this year has taught us, it’s that things can change...

Monday, May 16, 2022

We've covered the pros and cons of retiring in Connecticut and Colorado, but in today's blog, we compare the two to help make that life-changing decision a little easier on your and your unique circumstances. Many people choose to...

Wednesday, May 4, 2022

Tuesday, May 3, 2022

Monday, April 18, 2022

Thursday, April 14, 2022

Wednesday, April 13, 2022

Thursday, March 31, 2022

Wednesday, March 23, 2022

Wednesday, March 16, 2022

Wednesday, March 16, 2022

Wednesday, March 2, 2022

Wednesday, February 23, 2022

Wednesday, February 16, 2022

Tuesday, February 8, 2022

Wednesday, February 2, 2022

Wednesday, January 26, 2022

Wednesday, January 19, 2022

Wednesday, January 12, 2022

Tuesday, January 4, 2022

Wednesday, December 29, 2021

Wednesday, December 22, 2021

For over 31 years, Agemy Financial Strategies has helped our clients plan and prepare. This way, when the unforeseen occurs, their clients are uniquely positioned for success. As we enter the new year, here's what you need to keep on top of

Wednesday, December 15, 2021

2021 is winding down, which means it’s time to think about resolutions for the coming year. With the rising taxes and out-of-control inflation, financial resolutions are foremost in the minds of many pre-retirees and retirees alike.

Wednesday, December 8, 2021

On Nov. 10, 2021, the IRS announced inflation adjustments for 2022 affecting standard deductions, tax brackets, and more. The changes (effective when you file in 2023) are the result of higher inflation in 2021. There are also changes...

Tuesday, December 7, 2021

Wednesday, December 1, 2021

If you’re proactive about retirement savings or want to up your savings game this year, you may already know that retirement contribution limits stayed the same for 2022. Here's how you can still save more for retirement. High...

Friday, November 26, 2021

How well do YOU understand RMDs? With the RMD deadline looming, you need to take action now before it costs you big bucks. A required minimum distribution (RMD) is the amount of money that must be withdrawn from an employer-sponsored...

Wednesday, November 10, 2021

An inheritance tax is a state levy that Americans pay when they inherit an asset from someone who’s died, and is deemed a tax on your right to transfer property at your death. Inheritance tax is different from estate tax, and...

Thursday, November 4, 2021

Changes are again said to underway at the Whitehouse level. And it could affect your retirement. Here's what you need to know... Under the Reconciliation proposal, starting in 2023, employers with five or more employees would have to...

Wednesday, October 27, 2021

Bringing up money with family can be uncomfortable and even be seen as taboo. But this year, instead of avoiding the issue, there is no better time to address it head on than when the family is all together over Thanksgiving. Family...

Wednesday, October 27, 2021

As fall arrives, the changing of the season can be an ideal time to revisit your financial plans with a fresh perspective. This includes what you can expect for your income and expenses for the year ahead. Social Security beneficiaries...

Wednesday, October 20, 2021

Are you ready to retire earlier than anticipated? The dream of leaving the workforce earlier in life may have hidden pitfalls. Here’s what you need to know. Many Americans plan to retire early, depending on your profession, early...

Wednesday, October 13, 2021

Tax planning and financial planning go hand-in-hand. As you near retirement, avoiding tax planning could create major hurdles for your financial future. Here’s what you need to know about the potential impending tax hikes and...

Tuesday, September 28, 2021

The last two years have made it exponentially harder to stick to those retirement savings goals. As a result, many Americans dipped into the largest chunk of money they have — their workplace retirement savings accounts. Despite...

Wednesday, September 22, 2021

Should you max out your 401(k)? Whether you're nearing retirement or still in the workforce, you probably wonder if there’s enough in your 401(k) to sustain your post-work years. The answer really depends on your personal...

Wednesday, September 22, 2021

Simply the word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die. Estate planning is a financial strategy that...

Wednesday, September 8, 2021

More than 5.9 million people were receiving Social Security survivor benefits in May 2021. Typically, monthly payments go to the spouse, or children of the person who was receiving Social Security benefits. In certain situations,...

Tuesday, August 31, 2021

Now that the dog days of summer are winding down, there are many reasons why you should make financial planning a priority this fall. Start by revisiting your savings goals and getting your financial health in tiptop shape before the...

Thursday, August 26, 2021

There's more to estate planning than simply writing a will. There are many questions that come to mind when it comes to estate planning. Most people want to provide as much as they can so their family isn't left wondering or...

Thursday, August 19, 2021

Both men and women want to achieve long term financial security. So how is financial planning for women different? No matter whether you are young, mature, married or single, financial planning should be a top priority for you. It's no...

Thursday, August 12, 2021

Retirement planning is one of the most important financial goals for your future. When executed correctly, you’ll be guaranteed financial independence later in life. When done incorrectly, you’re facing a future full of...

Wednesday, August 4, 2021

Being good with finances is about more than just making ends meet. And when it comes to managing your financial future, there really is no time the present. There are many factors that come into play when managing your finances. Such...

Tuesday, July 27, 2021

If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Proactive planning can help you avoid penalties and minimize taxes as you pull money out of your 401(k)...

Tuesday, July 20, 2021

The pandemic has had a big impact on saving for retirement, especially since many Americans were living on a significantly reduced income. But things are starting to change now. With the economy rebounding, it’s a good time to...

Monday, July 12, 2021

The road to retiring early isn't easy. It takes time and discipline to earn, save, and invest as much as you possibly can. Many Americans dream of having more free time in their later years. Perhaps you want to relocate some place...

Thursday, July 8, 2021

Life insurance, first and foremost, is about protecting loved ones after you’re gone. But some insurance types can actually help you in retirement as well. Most people think of life insurance in terms of the payout it provides...

Wednesday, July 7, 2021

Not working with a financial planner? You could be missing out. If you are serious about building long-term wealth, Agemy Financial Strategies can offer plenty of services you aren't getting that you may not even know about. Deciding...

Thursday, October 1, 2020

September was a rocky month for the stock market and may have offered a stark preview of what the final weeks leading up to the presidential election will be like for Wall Street. Towards the end of the month, both the Dow Jones...

Tuesday, September 1, 2020

Two down and one to go. Or should I say two up and one to go? I’m talking, of course, about the top three major stock market indexes. In August, the S&P 500 joined the Nasdaq in surpassing its record peak high from before the...

Tuesday, August 25, 2020

With Markets Holding but the Virus Still Spreading, What’s Next? In last month’s newsletter, I noted that July could be a pivotal month for the coronavirus crisis and the economy, and it was. Two big questions were...

Friday, July 17, 2020

Market May Keep Building Up, Blowing Off ‘Froth’ for Some Time July could be a pivotal month in the coronavirus crisis for many reasons. With the infection rate spiking in several states as June ended, we’ll find out...

Monday, June 15, 2020

What's New? In this crisis, Agemy has ventured into new areas of media that we may not have otherwise tried. On Saturday, June 6th we aired the first episode of our new radio show. The show airs on Saturdays at 8:00am in Denver,...

Tuesday, April 28, 2020

Ongoing Crisis Illustrates Exactly Why Protection Should Be Priority Number One In late March the U.S. surpassed every country in the world in reported cases of the coronavirus.* If you think about it, that’s not surprising. The...

Thursday, April 14, 2016

I was honored to be chosen for the Five Star Wealth Manager Award recognized for service to clients! Look for “Wealth Managers You Need to Know” in: Your May subscriber issues of ”Forbes, Fortune, Money and...

Thursday, March 17, 2016

This past Wednesday, March 16, Andrew had the honor of being a featured guest of the internet radio webcast, “Money For Lunch,” hosted by Bert Martinez. Listen to the webcast by clicking here and for more information on...

Wednesday, February 24, 2016

This past Monday, February 22nd, Andrew had the honor of being the featured guest of the nationally syndicated internet radio show, “The Money Answers Show” hosted by Jordan Goodman. Listen and visit the website for Voice...

Wednesday, February 10, 2016

We all work hard to keep our personal resolutions through the start of a new year. What we often overlook is how we should extend those goals to financial and, specifically, retirement planning as well. Richard Barrington of Get Rich...

Tuesday, January 19, 2016

Every year, you get poked and prodded by your doctor to ensure you’re in good health. You should take similar care of your financial well-being with an annual checkup of essentials, such as your credit situation, retirement...

Tuesday, November 17, 2015

Friday, November 6, 2015

While there are many ways to help plan for your child’s college education, here are three easy plans to institute to ease the road to the Ivy League! Three Solid Ways to Save for College & Retirement – Forbes.com

Thursday, May 1, 2014

The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions beginning in...

Thursday, May 1, 2014

Social Security was never designed to be an individual's sole source of retirement income. Instead, it was meant to bridge the gap between people's income from pensions and savings and their monthly expenses. Today, however, nearly...

Thursday, May 1, 2014

How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the other hand, mature Americans must...

Thursday, May 1, 2014

The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too old or disabled to continue...

Thursday, May 1, 2014

Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs...

Monday, April 21, 2014

Planning for The "Golden Years" There's a saying that if you have your health, you have everything. Well, that's not exactly true - without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of...

Monday, April 21, 2014

CLUChartered Life Underwriter A CLU is a professional advisor in all of the areas of business and family financial security that are encompassed by life insurance. To become a CLU, an individual must successfully complete a...