Blog - Agemy Financial Strategies

Succession Planning for Business Owners Nearing Retirement

Agemy Financial Strategies July 18, 2024 As a small business owner, you’ve likely invested years, perhaps even decades, into building your SMB. Despite this dedication, it’s not uncommon for small business owners to overlook…

Supporting Adult Children And Protecting Your Financial Health

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Agemy Financial Strategies July 15, 2024 As a parent of adult children, you've likely asked yourself a crucial question: How can I support them financially without jeopardizing my financial security? When faced with their financial…

Building a Solid Retirement Portfolio: Essential Investments

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Building a retirement portfolio is essential for several reasons. Here, we'll help you understand the fundamentals of building your retirement portfolio and the critical investments that can make it robust and sustainable. Retirement portfolios…

4 Reasons Why Wealthy Pre-Retirees Need a Fiduciary

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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…

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.

Succession Planning for Business Owners Nearing Retirement

Supporting Adult Children And Protecting Your Financial Health

Building a Solid Retirement Portfolio: Essential Investments

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

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