Blog - Agemy Financial Strategies

Estate Planning Awareness Month: Why Your Financial Plan Should Include an Estate Strategy

Estate planning is about more than deciding who receives your assets after you’re gone. It’s about creating a plan for your finances, your family, your wishes, and the decisions that may need to be made if you become unable to make them…

Financial Planning Month: Why a Financial Plan Matters Beyond the Numbers

News

October is Financial Planning Month, making it a natural time to take a closer look at your financial life—not just your investment accounts, but the bigger picture. For many people, financial planning starts and stops with a simple question:…

Why Your 60s May Be Your Most Important Decade for Tax Planning

News, Tax Planning

Your 60s can be one of the most important transition periods in your financial life. You may be approaching retirement—or already retired. Your income may be changing. You may be deciding when to claim Social Security, evaluating Medicare,…

Is Your Retirement Plan Ready for Another Inflation Spike?

News, Retirement Planning

Inflation can be easy to overlook when markets are performing well, and retirement income appears sufficient. But for someone approaching or already living in retirement, rising prices can create a challenge that extends far beyond the next…

Is Long-Term Care Insurance Worth It?

Insurance Planning, News

What retirees and pre-retirees should know about protecting their assets, preserving their choices, and planning for the possibility of long-term care. September 13th-19th is National Assisted Living Week—a time to recognize the communities,…

5 Sources of Retirement Income You May Be Overlooking

News, Retirement Income Planning

When you think about retirement income, what comes to mind? For many people, the answer is Social Security, a 401(k), an IRA, or perhaps a pension. But for high-net-worth individuals and families, retirement income can come from a much…

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.

Estate Planning Awareness Month: Why Your Financial Plan Should Include an Estate Strategy

Financial Planning Month: Why a Financial Plan Matters Beyond the Numbers

Why Your 60s May Be Your Most Important Decade for Tax Planning

Is Your Retirement Plan Ready for Another Inflation Spike?

Is Long-Term Care Insurance Worth It?

5 Sources of Retirement Income You May Be Overlooking

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