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Estate planning is about more than deciding who receives your assets after you’re gone. It’s about creating a plan for your finances, your family, your wishes, and the decisions that may need to be made if you become unable to make them yourself. For many people, estate planning is easy to put off. It can […]
October is Financial Planning Month, making it a natural time to take a closer look at your financial life—not just your investment accounts, but the bigger picture. For many people, financial planning starts and stops with a simple question: Am I saving enough? That question matters. But it is only one part of the conversation. […]
Your 60s can be one of the most important transition periods in your financial life. You may be approaching retirement—or already retired. Your income may be changing. You may be deciding when to claim Social Security, evaluating Medicare, managing retirement accounts, or thinking more seriously about the legacy you want to leave behind. And while […]
Inflation can be easy to overlook when markets are performing well, and retirement income appears sufficient. But for someone approaching or already living in retirement, rising prices can create a challenge that extends far beyond the next grocery bill or utility statement: purchasing power. A retirement plan may look comfortable on paper today and still […]
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, professionals, caregivers, and families who help older adults maintain quality of life and independence. It is also a good opportunity to have […]
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 broader range of assets. You may have accumulated wealth through investment accounts, retirement plans, real estate, […]
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), 403(b), or other tax-deferred retirement assets, RMDs can influence taxable income, retirement cash flow, charitable giving, Roth conversion strategies, and […]
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, communities, and workplaces while reflecting on the importance of planning for the next chapter of life. For many […]
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 to call home. For those considering retiring in Connecticut, the state offers many lifestyle benefits—including access to […]
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 the most useful times to revisit your tax situation. For many retirees and […]
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.
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
1570 Boston Post Road
Suite 400
Guilford, CT 06437
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
Connecticut Office Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
Colorado Office Address: 7900 E Union Ave Ste. 1100 Denver, CO 80237
Email: office@agemy.com
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.
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