Blog - Agemy Financial Strategies

Taking The Luck Out of Your Social Security Payments

Worried about how potential Social Security changes will affect your pot of gold? Don't leave your retirement income to chance this St. Patrick’s Day; take control of your financial future by planning Social Security into your retirement plan. According…

The Importance of Intergenerational Wealth Transfer

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Baby Boomers, the generation of people born between 1944 and 1964, are expected to transfer trillions of dollars in wealth to younger generations over the next many years, also known as the “great wealth transfer”. Is your family ready? Over…

Preparing For The Great Wealth Transfer

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The great wealth transfer, or intergenerational wealth transfer, is the transmission of family assets from generation to generation. Baby Boomers are on the verge of transferring trillions of dollars in wealth to younger generations in the coming…

Strategies to Generate Additional Income in Retirement

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Unlocking additional income streams during retirement is not only about financial security but also about embracing newfound passions and experiences. More than 1 in 4 retirees say they’re spending more than they can afford, according to…

The Tax Implications Of Retirement Savings

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There are a lot of critical steps to preparing for retirement. One of the most important can be understanding the tax implications of your savings and planning for them accordingly. It's not just about figuring out how much income you'll…

Inheriting Wealth: Your Roadmap To Financial Success

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Inheriting wealth can be both a blessing and a daunting responsibility. While it provides financial security and opportunities, it also comes with the challenge of managing and preserving that wealth for future generations. Whether you've…

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.

Taking The Luck Out of Your Social Security Payments

The Importance of Intergenerational Wealth Transfer

Preparing For The Great Wealth Transfer

Strategies to Generate Additional Income in Retirement

The Tax Implications Of Retirement Savings

Inheriting Wealth: Your Roadmap To Financial Success

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