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Latest NewsThe latest news from Agemy Financial

Agemy’s Guide to Understanding Inflation in 2022

News
Inflation is on the increase around the world, with food and energy prices hitting record highs - exacerbated by the Russian invasion of Ukraine. But has inflation peaked? And what's the fix?  If you're like most Americans, you may be wondering…
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October 13, 2022
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How to Manage Your 401(k) for Retirement Success

Investment Management, News, Retirement Planning
Are you making the most of your 401(k)? A well-managed 401(k) is the cornerstone of a secure retirement, yet many people miss out on maximizing its potential. A recent survey reveals that while 57% of workers contribute to a 401(k)…
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October 11, 2022
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How to Manage Your 401(k) for Retirement Success

News
To maximize your 401(k), you'll need to understand the types of investments offered, which are best suited for you, and how to manage the account going forward, among other strategies. Ask older Americans what they regret in their retirement…
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October 6, 2022
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Is an Early Retirement for You?

News
Early retirement or late retirement - that is the question! If you’re thinking about retiring early, you’ll want to carefully weigh this life-changing decision. Here's what you should know! Retirement plans can be affected by many factors,…
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September 28, 2022
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Important Tasks & Decisions for Each Phase of Retirement Planning

News
Retirement planning is a process that maintains your finances throughout the course of your post-career years. This process essentially has 5 steps, knowing where to start, seeing how much money you'll need, setting your priorities, choosing…
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September 19, 2022
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Fall Financial Checklist for 2022

News
With the final hot snap of summer in the rearview mirror, it’s time to get your finances ready for the last few months of 2022. Having a fall financial checklist in place will allow you to make fall a financially productive season. It’s…
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September 14, 2022
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Disclaimer

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.

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Contact Info

Toll-Free: 800.725.7616

Office: 203.738.0026

Office: 303.524.2293

Fax: 203.738.0029

Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437

Email: office@agemy.com

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.

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