Blog - Agemy Financial Strategies

4 Reasons Why Wealthy Pre-Retirees Need a Fiduciary

Agemy Financial Strategies July 10, 2024 Common misconceptions about fiduciary advisors often revolve around concerns about fees or the assumption that every financial professional operates under a fiduciary standard. However, it's…

Navigating Bitcoin’s Role in Your Retirement Portfolio

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Agemy Financial Strategies June 28, 2024 Cryptocurrencies are a risky investment with high volatility. However, Bitcoin remains highly relevant, especially for investors with long-term horizons. Investing for retirement requires…

The Essential Guide to Estate Planning for Wealthy Retirees

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Agemy Financial Strategies June 25, 2024 Estate planning might not be the most exciting topic, but it’s incredibly important, especially for wealthy retirees. Without a solid estate plan, your hard-earned wealth could…

Preparing for Life After Retirement: The Importance of Estate Planning

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"Do I REALLY need an estate plan?" is a common question we get at Agemy Financial Strategies. Despite what you may think, every legal adult can benefit from estate planning. Here's how. Retirement marks a significant transition in one's life—a…

Treasury Inflation-Protected Securities: What Are TIPS?

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Agemy Financial Strategies June 21, 2024 When it comes to securing your investments against inflation, one financial instrument stands out for its unique characteristics: Treasury Inflation-Protected Securities, commonly known as…

5 Ways to Achieve a Happy Retirement

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Agemy Financial Strategies June 17, 2024 Securing retirement happiness requires fighting against financial tunnel vision. While having a comfortable financial cushion is important, it's just one piece of the puzzle, not the ultimate…

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.

4 Reasons Why Wealthy Pre-Retirees Need a Fiduciary

Navigating Bitcoin’s Role in Your Retirement Portfolio

The Essential Guide to Estate Planning for Wealthy Retirees

Preparing for Life After Retirement: The Importance of Estate Planning

Treasury Inflation-Protected Securities: What Are TIPS?

5 Ways to Achieve a Happy Retirement

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