Blog - Agemy Financial Strategies

Ask an Advisor: Best Strategies for Charitable Giving in 2024

In 2023, charitable giving in the United States reached an impressive $557.16 billion. For many high-net-worth Americans approaching retirement, philanthropy becomes a central focus. It's not just about the satisfaction of making a difference;…

Exploring Retirement in Colorado: A Comprehensive Review

News, Retirement Planning

Colorado is swiftly emerging as a top destination for retirees looking for an ideal blend of natural beauty, vibrant culture, and economic stability. The Centennial State, home to approximately 5.8 million people, boasts a substantial retirement…

Avoid the RMD Tax Trap: How to Handle Distributions Wisely

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Agemy Financial Strategies September 16, 2024 We’re all familiar with Required Minimum Distributions (RMDs), but new rules have made it more crucial than ever to plan carefully. Failure to do so could result in a costly tax burden…

Generational Wealth Tips for High-Net-Worth Investors

News

Wealth expands life choices, and generational wealth offers greater freedom by eliminating financial worries and offering the next generation a significant financial advantage. Here's how to protect your assets to transfer your…

Retirement On The Horizon? How To Make Sure You’re Financially Ready

News

Agemy Financial Strategies September 13, 2024 61% of Americans 50 and older are worried they won't have enough money for retirement. Only 21% of people have a retirement plan. Which is why a pressing question remains for many: 'Have…

Stages of Retirement Income Management

News

Managing your money effectively during retirement requires a combination of strategic decisions and a solid financial plan. Let’s explore some key strategies to help you maintain financial control throughout your golden years. Controlling…

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.

Ask an Advisor: Best Strategies for Charitable Giving in 2024

Exploring Retirement in Colorado: A Comprehensive Review

Avoid the RMD Tax Trap: How to Handle Distributions Wisely

Generational Wealth Tips for High-Net-Worth Investors

Retirement On The Horizon? How To Make Sure You’re Financially Ready

Stages of Retirement Income Management

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