Blog - Agemy Financial Strategies

ChatGPT vs. Financial Advisors

News, Retirement Income Planning, Retirement Planning

In a world where technology is rapidly advancing, many are turning to AI for questions ranging from health concerns to intricate coding. But is this a sustainable long-term solution when planning for retirement? Let's find out! There's no…

Is a Self-Directed IRA Right For You?

News

IRAs are a great way to invest for your retirement years. But if you want to invest in assets like precious metals, real estate and crypto, certain assets are off-limits. That's where opening a self-directed IRA comes into play. If you're…

Investing in Real Estate During Retirement

News, Real Estate

Do you REALLY need Real Estate in your investment portfolio? If you do, what percentage of your portfolio should it cover? Let's find out. Navigating investments at any stage in life can be complex, but the stakes become even higher as…

RMDs: The 3-Year Statute of Limitations

News, Retirement Planning

If you're approaching retirement, you might be familiar with Required Minimum Distributions (RMDs). However, the rules surrounding RMDs are changing, and without proper planning, you could risk IRS-enforced collections. Here's what you need…

Tips to Help You Conquer The Retirement Mountain this Financial Planning Month

Financial Planning, News

Breaking a leg, needing heart surgery, or suffering from chronic illnesses like diabetes and arthritis: What hurts the most as you age? While all of these medical incidents include extreme suffering, the biggest pain you could face in retirement…

5 Tips for Building Renewable Wealth in Retirement

News, Retirement Income Planning, Wealth Preservation

Renewable energy has garnered widespread popularity across various industries, sparking innovation and sustainability. What if we approach wealth-building with a similar mindset? Renewable wealth is a concept that involves making mindful…

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.

ChatGPT vs. Financial Advisors

Is a Self-Directed IRA Right For You?

Investing in Real Estate During Retirement

RMDs: The 3-Year Statute of Limitations

Tips to Help You Conquer The Retirement Mountain this Financial Planning Month

5 Tips for Building Renewable Wealth in Retirement

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