Blog - Agemy Financial Strategies

National Make a Difference Day: Charitable Giving Strategies for 2025

Every year in October, communities across the United States come together to celebrate National Make a Difference Day. It’s a day dedicated to acts of kindness, volunteerism, and giving back to the people and causes that matter most. While…

Is $1 Million Enough to Retire Comfortably in Connecticut?

News, Retirement Income Planning, Retirement Planning

“Is $1 million enough to retire comfortably in Connecticut?” It’s one of the most asked questions in retirement planning, and the honest answer is: it depends. The short version: for some people in Connecticut, $1 million can fund…

Is $1 Million Enough to Retire Comfortably in Colorado?

News, Retirement Income Planning, Retirement Planning

Retirement planning is a deeply personal journey, and one of the most pressing questions many Coloradans face is: “Is $1 million enough to retire comfortably in Colorado?” The answer is nuanced and depends on various factors, including…

What the Latest FOMC Meeting Means for Your Money

News, Stock Market

The latest Federal Open Market Committee (FOMC) meeting delivered the Fed’s first quarter-point move in a direction many markets had been expecting: the Committee lowered the target range for the federal funds rate by 25 basis points to 4.00%–4.25%. The…

RMDs and Capital Gains: Planning for a Tax-Efficient Retirement Income

Investment Management, News, Retirement Planning, Tax Planning

One of the most critical aspects of retirement planning is managing taxes efficiently. Two key elements that can significantly impact your retirement income are Required Minimum Distributions (RMDs) and capital gains. Understanding these…

Estate Leakage: How HNWIs Are Risking It All

Estate Planning, News, Retirement Planning

When you’ve spent years building wealth, the last thing you want is to watch it quietly drain away at the finish line. Yet that’s exactly what happens to many high-net-worth individuals (HNWIs): not through one catastrophic mistake, but…

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.

National Make a Difference Day: Charitable Giving Strategies for 2025

Is $1 Million Enough to Retire Comfortably in Connecticut?

Is $1 Million Enough to Retire Comfortably in Colorado?

What the Latest FOMC Meeting Means for Your Money

RMDs and Capital Gains: Planning for a Tax-Efficient Retirement Income

Estate Leakage: How HNWIs Are Risking It All

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