Blog - Agemy Financial Strategies

End-of-Year Charitable Giving Strategies

As the end of the year approaches, many high-net-worth investors may be considering ways to impact the world through charitable giving. Charitable giving benefits the causes you care about and offers potential tax advantages. In this blog,…

Navigating The Challenges of Long-Term Care

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February 16th is National Caregivers Day, a day that honors individuals who selflessly provide care and support to those who need it most. If you are approaching retirement or even a care provider yourself, it's also a great time to think about…

Facts About Long-Term Care This Caregivers Day

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February 17th is National Caregivers Day - a day that honors individuals who selflessly provide personal care, and physical and emotional support to those who need it most. It's also a great time to think about your own care needs in retirement,…

What You Need To Know About Roth Conversions in 2024

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Beginning a Roth Conversion journey in 2024 requires understanding the current tax intricacies and tailoring the approach to match your individual financial situation. If you have a traditional IRA, you might be interested in turning some…

Navigating A Million-Dollar 401(k) Tax Maze

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Working hard to save a million dollars in your 401(k) is a significant achievement on the road to a comfortable retirement. However, Uncle Sam can put a damper on your parade. Saving six figures for retirement is an impressive accomplishment,…

Wealth Management Tips for Retired Couples

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Wealth management is a critical aspect of retirement planning for couples in Connecticut, Colorado, and throughout the United States. It involves maximizing financial assets, reducing taxes and financial risks, and preserving wealth for future…

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.

End-of-Year Charitable Giving Strategies

Navigating The Challenges of Long-Term Care

Facts About Long-Term Care This Caregivers Day

What You Need To Know About Roth Conversions in 2024

Navigating A Million-Dollar 401(k) Tax Maze

Wealth Management Tips for Retired Couples

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