Blog - Agemy Financial Strategies

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…

Ask an Advisor: Best Strategies for Charitable Giving in 2024

News

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

News

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…

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: 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

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

Disclaimer

Quick Links

Contact Info