Blog - Agemy Financial Strategies

What You Need to Know About RMDS in 2025

As we approach the end of 2024, reviewing your retirement goals is a prime opportunity. One essential aspect to consider? Required Minimum Distributions (RMDs). RMDs are a cornerstone of many retirement strategies, yet their…

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…

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…

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…

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…

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…

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.

What You Need to Know About RMDS in 2025

Financial Wellness: December Checkup

Building Sustainable Income for a Long Retirement

New Changes to Retirement Savings Strategies For 2024

Appreciation vs. Cash Flow: Real Estate Income Tips for Investors

Cash Savings or Investing? How to Find the Right Balance

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