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Latest NewsThe latest news from Agemy Financial

Report: 41% of Americans Say it’s ‘Going to Take a Miracle’ to be Ready for Retirement

News
Agemy Financial September 28, 2021 The last two years have made it exponentially harder to stick to those retirement savings goals. As a result, many Americans dipped into the largest chunk of money they have — their…
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September 28, 2021
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How Much Will Your Social Security Check Increase in 2022?

News
Agemy Financial October 27, 2021 As fall arrives, the changing of the season can be an ideal time to revisit your financial plans with a fresh perspective. This includes what you can expect for your income and expenses for the year…
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September 27, 2021
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Should You Max Out Your 401(k)?

News
Agemy Financial September 22, 2021 Whether you're nearing retirement or still in the workforce, you probably wonder if there’s enough in your 401(k) to sustain your golden years. The answer really depends on your personal financial…
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September 22, 2021
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Why Estate Planning is Not Just for the Wealthy

News
Simply the word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die. Spoiler alert: You don't need millions or billions to get…
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September 22, 2021
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5 Facts About Survivors Benefits

News
More than 5.9 million people were receiving Social Security survivor benefits in May 2021. Typically, monthly payments go to the spouse, or children of the person who was receiving Social Security benefits. In certain situations, parents,…
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September 8, 2021
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Financial Planning Tips for Fall

News
Now that the dog days of summer are winding down, there are many reasons why you should make financial planning a priority this fall. Start by revisiting your savings goals and getting your financial health in tiptop shape before the year's…
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August 31, 2021
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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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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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