Blog - Agemy Financial Strategies

ChatGPT vs. Financial Advisors

In a world where technology is rapidly advancing, many are turning to AI for questions ranging from health concerns to intricate coding. But is this a sustainable long-term solution when planning for retirement? Let's find out! There's no…

Exciting News from Agemy Financial Strategies!

News

We’re thrilled to share a joyous milestone with our clients and community: Daniel J. Agemy, CPM®, RFC® of Agemy Financial Strategies has married the love of his life, Nadia! Nestled between the crystalline waters of the Caribbean Sea…

Maximizing Income from Investments: Strategies for a Steady Cash Flow

Investment Management, News, Real Estate, Tax Planning

Financial independence often takes center stage in retirement planning for high-net-worth individuals (HNWIs), with 80% prioritizing it as their top personal finance goal. Building a portfolio that generates reliable income while…

Ask an Advisor: Is Real Estate Income Still a Good Model?

Investment Management, News, Real Estate

With evolving economic landscapes and fluctuating property values, a common question arises: Is real estate investment income still a good model for today’s investors approaching retirement? Real estate has long been considered…

Building a Robust Retirement Portfolio: Key Strategies for Pre-Retirees

Investment Management, News, Retirement Income Planning

In 2024, despite global geopolitical tensions and economic uncertainties, the world’s economy has shown remarkable resilience and steady growth. For those looking to enjoy a comfortable retirement, however, it’s not enough to rely…

How the Fed’s Rate Cut Impacts Your Retirement Strategy

Investment Management, News

The Federal Reserve’s recent decision to lower interest rates for the first time in four years has created a ripple effect throughout the economy. This move will likely impact every corner of the financial landscape, from housing markets…

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.

ChatGPT vs. Financial Advisors

Exciting News from Agemy Financial Strategies!

Maximizing Income from Investments: Strategies for a Steady Cash Flow

Ask an Advisor: Is Real Estate Income Still a Good Model?

Building a Robust Retirement Portfolio: Key Strategies for Pre-Retirees

How the Fed’s Rate Cut Impacts Your Retirement Strategy

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