Blog - Agemy Financial Strategies

Last-Minute Tax Moves Before April 15

A Strategic Guide for High-Net-Worth Retirees As the April 15 filing deadline approaches, most taxpayers are focused on getting documents organized and returns submitted. But for high-net-worth individuals nearing or already in retirement,…

Is Gold a Good Investment in 2026?

Investment Management, News

Gold looks attractive in 2026 as a long‑term diversifier and potential inflation hedge, but it is volatile, richly priced, and should be used as a supporting asset, not a core growth engine. For Agemy Financial Strategies clients, many…

The K-Shaped Economy and How It May Affect Your Tax Return

News, Stock Market

A K-shaped economy means different groups of Americans are experiencing very different financial realities, and that split is now showing up clearly in 2025 income and 2026 tax return outcomes. If you are a high earner, investor, or homeowner,…

Estate Tax Laws: What Retirees Should Know

Estate Planning, News, Tax Planning

An educational guide for retirees and pre‑retirees, prepared by Agemy Financial Strategies Estate planning is about far more than drafting a will. For those approaching and in retirement, it is a critical part of protecting what you’ve…

Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors

News, Retirement Planning

For individuals with substantial retirement savings — especially those navigating multi-million-dollar portfolios — Required Minimum Distributions (RMDs) can be one of the most complex and impactful aspects of retirement planning. RMDs…

Should I Still Use the 4% Rule?

News, Retirement Income Planning

For decades, retirees and financial planners have relied on the “4% rule” as a guiding principle for safe withdrawal rates in retirement. First introduced in the 1990s by financial planner William Bengen, this rule suggests that retirees…

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.

Last-Minute Tax Moves Before April 15

Is Gold a Good Investment in 2026?

The K-Shaped Economy and How It May Affect Your Tax Return

Estate Tax Laws: What Retirees Should Know

Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors

Should I Still Use the 4% Rule?

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