Blog - Agemy Financial Strategies

Is Long-Term Care Insurance Worth It?

What retirees and pre-retirees should know about protecting their assets, preserving their choices, and planning for the possibility of long-term care. September 13th-19th is National Assisted Living Week—a time to recognize the communities,…

5 Sources of Retirement Income You May Be Overlooking

When you think about retirement income, what comes to mind? For many people, the answer is Social Security, a 401(k), an IRA, or perhaps a pension. But for high-net-worth individuals and families, retirement income can come from a much…

What Retirees Need to Know About Required Minimum Distributions

News

For many retirees, required minimum distributions—or RMDs—are an unavoidable part of managing retirement savings. But an RMD is more than a number you have to withdraw each year. For individuals with substantial traditional IRA, 401(k),…

The Importance of Thoughtful Retirement Planning

News, Retirement Income Planning, Retirement Planning

Observed on August 21, National Senior Citizens Day provides an opportunity to recognize and celebrate the contributions, experiences, and wisdom of older generations. It is a time to honor the individuals who have helped shape their families,…

Retiring in Connecticut: What You Need to Know

News, Retirement Income Planning

Connecticut Day is a celebration of the history, culture, and communities that make the Nutmeg State unique. From charming coastal towns to vibrant cities and peaceful rural communities, Connecticut continues to be a place many people are proud…

Small Tax Planning Moves That Can Make a Big Difference

News, Tax Planning

How Proactive Tax Planning Can Help Create More Retirement Income Flexibility Summer often brings a natural lull — tax season is behind you, and next April still feels far away. But this quieter stretch of the year can actually be one of…

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.

Is Long-Term Care Insurance Worth It?

5 Sources of Retirement Income You May Be Overlooking

What Retirees Need to Know About Required Minimum Distributions

The Importance of Thoughtful Retirement Planning

Retiring in Connecticut: What You Need to Know

Small Tax Planning Moves That Can Make a Big Difference

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