Blog - Agemy Financial Strategies

Should You Max Out Your 401(k)?

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…

Why Estate Planning is Not Just for the Wealthy

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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…

5 Facts About Survivors Benefits

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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,…

Financial Planning Tips for Fall

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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…

Five Estate Planning FAQs

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No matter how big your estate is, one day you will want to pass it on to your loved ones. But there is more to estate planning than simply writing a will. Throughout this Estate Planning FAQ Series, we hope that one or more of the following…

Investing in Women

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Both men and women want to achieve long term financial security. So how is financial planning for women different? No matter whether you are young, mature, married or single, financial planning should be a top priority for you. It's no…

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.

Should You Max Out Your 401(k)?

Why Estate Planning is Not Just for the Wealthy

5 Facts About Survivors Benefits

Financial Planning Tips for Fall

Five Estate Planning FAQs

Investing in Women

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