Blog - Agemy Financial Strategies

Financial Planning Tips for Small Business Owners

In honor of National Small Business Week | May 4–10 At Agemy Financial Strategies, we believe that small business owners are the backbone of the American economy. With offices in Denver, CO and Guilford, CT, our team of fiduciary advisors…

U.S. Bitcoin Strategic Reserve: What It Means for Your Portfolio

Investment Management, News

Bitcoin has emerged as a key player, often referred to as “digital gold” due to its scarcity and security. The establishment of the U.S. Bitcoin Strategic Reserve and the Digital Assets Stockpile, announced by the White House in March 2025,…

Turning 65 In 2025? Here’s How To Plan For A Confident Retirement

News, Retirement Income Planning, Retirement Planning

The retirement landscape is shifting dramatically as the largest wave of Americans in history reaches the traditional retirement age. Known as the "Peak 65" generation, this group represents a pivotal moment in retirement planning. In 2025,an…

Trade & Tariffs: How Policy Changes Could Impact Your Portfolio

News, Tariffs

Trade policies and tariffs are pivotal in shaping financial markets in an increasingly interconnected global economy. Whether it’s new tariffs on imported goods, renegotiated trade agreements, or shifting geopolitical tensions, policy changes…

Colorado Tax Planning – What to Know Before Filing (& Common Tax Pitfalls to Avoid)

News, Tax Planning

Tax season is here, and staying ahead of Colorado’s tax landscape is crucial for individuals, families, and business owners alike. Surprisingly, Denver ranks #4 nationwide among the most procrastinating cities when filing taxes—a reminder…

Connecticut Tax Planning – What to Know Before Filing

News, Tax Planning

Spring has sprung, and so has the annual rush of tax preparation—filled with calculations, paperwork, and looming deadlines. Surprisingly, 31% of Americans admit to putting off their tax filings, while 1 in 4 feel unprepared to tackle their…

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.

Financial Planning Tips for Small Business Owners

U.S. Bitcoin Strategic Reserve: What It Means for Your Portfolio

Turning 65 In 2025? Here’s How To Plan For A Confident Retirement

Trade & Tariffs: How Policy Changes Could Impact Your Portfolio

Colorado Tax Planning – What to Know Before Filing (& Common Tax Pitfalls to Avoid)

Connecticut Tax Planning – What to Know Before Filing

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