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Latest NewsThe latest news from Agemy Financial

Financial Wellness: December Checkup

News
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 checkup. December…
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December 1, 2024
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Building Sustainable Income for a Long Retirement

News, Retirement Income Planning
Longevity is rewriting the retirement rulebook. With Americans reaching age 65 now expecting to live an additional 20 years on average, and nearly one in seven making it past 95, the need for a reliable, long-lasting income has never…
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November 29, 2024
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New Changes to Retirement Savings Strategies For 2024

News, Retirement Income Planning
The world of retirement planning is changing in 2024, including a nationwide crackdown on "Junk Fees." Here's what you need to know. The landscape of financial advising is abuzz with new insights and strategies as we approach the upcoming…
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November 24, 2024
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Appreciation vs. Cash Flow: Real Estate Income Tips for Investors

News, Real Estate
With today’s shifting market conditions, it’s vital to understand the benefits and challenges of each real estate investment strategy. Should you prioritize cash flow for steady income, aim for appreciation to maximize long-term…
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November 22, 2024
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Cash Savings or Investing? How to Find the Right Balance

Investment Management, News
Retiring with ample wealth is a universal goal, and saving up 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.  To save or not to save. That…
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November 10, 2024
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Growth and Income Opportunities of Corporate Bond Investments

News
With rising global market uncertainties and volatility, retirees are turning to stable, income-generating investments that offer growth potential. Corporate bonds have become a popular choice for individuals approaching retirement. A Federal…
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November 6, 2024
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Disclaimer

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.

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Contact Info

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.

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