Blog - Agemy Financial Strategies

Mid-Year Investment Review: Does Your Retirement Portfolio Need Adjusting?

Investment Management, News, Retirement Income Planning

As we approach the halfway mark of 2025, it’s time to ask a crucial question: Is your investment portfolio still working in your favor—and are there hidden opportunities in today’s volatility that you may be overlooking? This year’s…

Navigating Retirement in a Shifting Economy

News, Retirement Planning

How Tariffs, Trade Wars, and Federal Policies Impact RMDs and Roth IRAs As 2025 unfolds, the global economic landscape continues to present new challenges for retirees. Market volatility, trade disputes, and shifting federal policies have all…

Real Estate Protection and Income Planning

How to Protect Your Real Estate and Optimize Income In Turbulent Times

News, Real Estate, Retirement Income Planning

With today’s economic volatility—rising interest rates, inflation pressures, tariff rollercoasters, and shifting housing demands—it's more important than ever for retirees to not only generate income from real estate but also protect those…

Financial Planning Tips Small Business Owners

Financial Planning Tips for Small Business Owners

Financial Planning, News

In honor of National Small Business Week | May 4–10 At Agemy Financial Strategies, we believe that small business owners are the backbone of the American economy. With offices in Denver, CO and Guilford, CT, our team of fiduciary advisors…

U.S. Bitcoin Strategic Reserve: What It Means for Your Portfolio

Investment Management, News

Bitcoin has emerged as a key player, often referred to as “digital gold” due to its scarcity and security. The establishment of the U.S. Bitcoin Strategic Reserve and the Digital Assets Stockpile, announced by the White House in March 2025,…

Turning 65 In 2025? Here’s How To Plan For A Confident Retirement

News, Retirement Income Planning, Retirement Planning

The retirement landscape is shifting dramatically as the largest wave of Americans in history reaches the traditional retirement age. Known as the "Peak 65" generation, this group represents a pivotal moment in retirement planning. In 2025,an…

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.

Mid-Year Investment Review: Does Your Retirement Portfolio Need Adjusting?

Navigating Retirement in a Shifting Economy

How to Protect Your Real Estate and Optimize Income In Turbulent Times

Financial Planning Tips for Small Business Owners

U.S. Bitcoin Strategic Reserve: What It Means for Your Portfolio

Turning 65 In 2025? Here’s How To Plan For A Confident Retirement

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