Blog - Agemy Financial Strategies

Retirement Planning: 60 With $2M in a Roth IRA and $2,000 Monthly Social Security

At Agemy Financial Strategies, we’re here to help you retire - AND STAY RETIRED. Turning 60 is a milestone that prompts reflection—not just on life, but on money. If you have $2 million in a Roth IRA and a projected $2,000 monthly Social…

Do I Need a Fiduciary Advisor?

News

When it comes to managing your financial life, retirement planning, investing, estate strategies, or navigating market volatility, one of the most important decisions you’ll make is who you trust with your money. Yet for many people,…

How Long Does $2.5M Last in Retirement?

News, Retirement Income Planning

Retirement is one of life’s most exciting transitions. After decades of working and saving, you finally get the chance to enjoy the lifestyle you’ve dreamed of: travel, hobbies, family time, and the freedom to pursue your passions. But along…

2026 Tax Planning: Building a Tax-Smart Portfolio

News, Tax Planning

Many HNWI were left frustrated by their monumental tax bill in 2025. In 2026, Agemy Financial Strategies is here to guide you on keeping more of what you earn this year — thoughtfully, legally, and strategically. As markets evolve and tax…

Financial Wellness Month

News, Retirement Planning

Financial Wellness Month is an opportune time to pause and assess your financial health; not just for today, but for the long-term stability and enjoyment of your retirement years. For high-net-worth individuals (HNWI), retirement planning…

New RMD Updates for 2026: What Every Retiree Needs to Know

News

If you’re planning retirement income for 2026, Required Minimum Distributions (RMDs) remain one of the most important, and sometimes confusing, tax and cash-flow rules to manage. Over the last few years, Congress and the IRS have made…

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.

Retirement Planning: 60 With $2M in a Roth IRA and $2,000 Monthly Social Security

Do I Need a Fiduciary Advisor?

How Long Does $2.5M Last in Retirement?

2026 Tax Planning: Building a Tax-Smart Portfolio

Financial Wellness Month

New RMD Updates for 2026: What Every Retiree Needs to Know

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