Blog - Agemy Financial Strategies

2025 Adjustments for Estate, Gift, and GST Tax Exemptions

Tax laws are shifting, and for individuals committed to preserving their wealth, staying ahead of these changes is more important than ever. With new adjustments to estate, gift, and generation-skipping transfer (GST) tax exemptions on…

Is Crypto Right for Your Retirement Portfolio?

Cryptocurrency Investing, News

As Bitcoin and other cryptocurrencies continue to gain mainstream attention, more Americans are considering the role of digital assets in their retirement portfolios. The volatile nature of cryptocurrencies, combined with their potential…

REITs vs. Direct Property Ownership: Pros and Cons for Investors

News, Real Estate

Real estate has long been a cornerstone of wealth-building, offering opportunities for steady income, diversification, and long-term growth. For those approaching retirement, it’s not just about whether to include real estate in your…

I’m High-Net-Worth. When Should I Start Estate Planning?

Estate Planning, News

If you have substantial wealth, the need for estate planning becomes even more significant due to the complexity of your financial situation. But when should you start estate planning if you fall into the HNWI category? Estate planning is…

Is Your Retirement at Risk? 5 Key Threats You Should Know

News, Retirement Planning

Planning for retirement is a complex journey, with numerous factors influencing your financial security. While a single issue may not derail your plans, a combination of common yet often overlooked risks can significantly impact your retirement…

What You Need to Know About RMDS in 2025

News, Tax Planning

As we approach the end of 2024, reviewing your retirement goals is a prime opportunity. One essential aspect to consider? Required Minimum Distributions (RMDs). RMDs are a cornerstone of many retirement strategies, yet their…

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.

2025 Adjustments for Estate, Gift, and GST Tax Exemptions

Is Crypto Right for Your Retirement Portfolio?

REITs vs. Direct Property Ownership: Pros and Cons for Investors

I’m High-Net-Worth. When Should I Start Estate Planning?

Is Your Retirement at Risk? 5 Key Threats You Should Know

What You Need to Know About RMDS in 2025

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