Blog - Agemy Financial Strategies

Preparing For The Great Wealth Transfer

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…

Winter is Coming: Reinforce Your Investment Strategy for 2025

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Agemy Financial Strategies December 16, 2024 Winter is a season of preparation, both in life and in your finances. As the chill settles in, it’s the perfect time to help ensure your investments are resilient enough to weather 2025’s…

What A Solo 401(k) Can Do For You

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In pursuing financial independence and retirement security, many Americans are turning to self-employment and entrepreneurship. For those who venture into solo businesses, the Solo 401(k) emerges as a powerful tool, offering unique benefits…

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.

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

Winter is Coming: Reinforce Your Investment Strategy for 2025

What A Solo 401(k) Can Do For You

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