Blog - Agemy Financial Strategies

The Financial Impact of Caregiving: How to Protect Your Future

Caregiving is a selfless act of love and devotion, yet it can also present significant financial challenges. From out-of-pocket expenses to lost wages and retirement savings, caregiving can profoundly impact long-term financial…

Timing vs. Time in the Market: A Fiduciary’s Perspective

Investment Management, News

Market fluctuations often tempt investors to try to time the market, buying low and selling high to help maximize returns. However, research consistently shows that this strategy rarely works as intended. According toa recent study, from…

Ask an Advisor: Is an HSA Right for Me?

HSA - Health Savings Account, News

Health Savings Accounts (HSAs) have become increasingly popular as a flexible and tax-efficient way to manage healthcare expenses and build savings for the future. With nearly 38 million HSAs in the United States as of 2024—a figure…

Five Star Wealth Manager Award Winners

Financial Planning, Investment Management, News, Retirement Income Planning

Why Choose Agemy Financial Strategies? Your Trusted Fiduciary Financial Advisors and Wealth Managers Finding a financial advisor who truly has your best interests at heart is no small decision. At Agemy Financial Strategies, we understand…

Bitcoin & Cryptos: Navigating Economic Predictions for 2025

News

Bitcoin reached a historic milestone last month, surpassing $100,000 for the first time after doubling in value last year. Analysts predict that 2025 could usher in another transformative chapter for Bitcoin and other cryptocurrencies as the…

2025 Adjustments for Estate, Gift, and GST Tax Exemptions

Estate Planning, News, Tax Planning

Tax laws are shifting, and for individuals committed to preserving their wealth, staying ahead of these changes is more important than ever. With new adjustments to estate, gift, and generation-skipping transfer (GST) tax exemptions on…

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.

The Financial Impact of Caregiving: How to Protect Your Future

Timing vs. Time in the Market: A Fiduciary’s Perspective

Ask an Advisor: Is an HSA Right for Me?

Five Star Wealth Manager Award Winners

Bitcoin & Cryptos: Navigating Economic Predictions for 2025

2025 Adjustments for Estate, Gift, and GST Tax Exemptions

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