Blog - Agemy Financial Strategies

The Number 1 Piece of a Successful Retirement Plan You’re Probably Missing

When it comes to planning for retirement, most people focus on the obvious numbers: how much to save, what investments to hold, and how to maximize their Social Security benefits. Financial calculators, retirement apps, and investment gurus…

Last-Minute Tax Moves Before April 15

News, Tax Planning

A Strategic Guide for High-Net-Worth Retirees As the April 15 filing deadline approaches, most taxpayers are focused on getting documents organized and returns submitted. But for high-net-worth individuals nearing or already in retirement,…

Is Gold a Good Investment in 2026?

Investment Management, News

Gold looks attractive in 2026 as a long‑term diversifier and potential inflation hedge, but it is volatile, richly priced, and should be used as a supporting asset, not a core growth engine. For Agemy Financial Strategies clients, many…

The K-Shaped Economy and How It May Affect Your Tax Return

News, Stock Market

A K-shaped economy means different groups of Americans are experiencing very different financial realities, and that split is now showing up clearly in 2025 income and 2026 tax return outcomes. If you are a high earner, investor, or homeowner,…

Estate Tax Laws: What Retirees Should Know

Estate Planning, News, Tax Planning

An educational guide for retirees and pre‑retirees, prepared by Agemy Financial Strategies Estate planning is about far more than drafting a will. For those approaching and in retirement, it is a critical part of protecting what you’ve…

Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors

News, Retirement Planning

For individuals with substantial retirement savings — especially those navigating multi-million-dollar portfolios — Required Minimum Distributions (RMDs) can be one of the most complex and impactful aspects of retirement planning. RMDs…

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.

The Number 1 Piece of a Successful Retirement Plan You’re Probably Missing

Last-Minute Tax Moves Before April 15

Is Gold a Good Investment in 2026?

The K-Shaped Economy and How It May Affect Your Tax Return

Estate Tax Laws: What Retirees Should Know

Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors

Disclaimer

Our Office Hours

Quick Links

Contact Info