Blog - Agemy Financial Strategies

Planning for Higher Tax Bills for Retirees

Tax planning and financial planning go hand-in-hand. As you near retirement, avoiding tax planning could create major hurdles for your financial future. Here’s what you need to know about the potential impending tax hikes and what they could…

Two Financial Planning Topics to Bring to the Table This Thanksgiving

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Agemy Financial October 27, 2021 Bringing up money with family can be uncomfortable and even be seen as taboo. But this year instead of avoiding the issue, address it head on when the family is all together over Thanksgiving. Here's…

The Pros and Cons of an Early Retirement

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Are you ready to retire earlier than anticipated? The dream of leaving the workforce earlier in life may have hidden pitfalls. Here’s what you need to know. Many Americans plan to retire early, depending on your profession, early retirement…

Estate Taxes vs Inheritance Taxes (And Who Pays the Bill)

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Agemy Financial November 10, 2021 An inheritance tax is a state levy that Americans pay when they inherit an asset from someone who’s died, and is deemed a tax on your right to transfer property at your death. Inheritance…

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

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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…

How Much Will Your Social Security Check Increase in 2022?

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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…

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.

Planning for Higher Tax Bills for Retirees

Two Financial Planning Topics to Bring to the Table This Thanksgiving

The Pros and Cons of an Early Retirement

Estate Taxes vs Inheritance Taxes (And Who Pays the Bill)

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

How Much Will Your Social Security Check Increase in 2022?

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