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For high-net-worth individuals (HNWIs), financial planning is rarely a once-a-year exercise. Markets shift, tax laws evolve, investment opportunities emerge, and personal priorities change, often faster than expected. That is why the middle of the year presents a critical opportunity to pause, evaluate, and recalibrate your financial strategy before year-end deadlines begin to narrow your options. […]
It was George Santayana who famously said, “Those who cannot remember the past are condemned to repeat it.” In the world of finance, Andrew and Daniel Agemy—the father-son duo behind Agemy Financial Strategies—prefer a slightly more pointed version: Those who don’t know history are doomed to repeat history. This concept is the bedrock of their […]
When it comes to retirement planning, most Americans aren’t missing motivation; they’re missing perspective. And that gap in understanding could have serious financial consequences. A recent study from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC) highlights a critical issue: people simply don’t know how long retirement may actually last. Only 33% […]
Celebrating National Small Business Week (May 3-9, 2026) Every year during the first week of May, the nation pauses to celebrate the engines of our economy: the small business owners. From the corner café to the mid-sized manufacturing plant, small businesses account for nearly half of all U.S. economic activity and the vast majority of […]
Welcome to the mid-2020s. If you’re reading this in 2026, you’ve likely noticed that the retirement landscape looks significantly different from what it did even five years ago. We’ve navigated the post-pandemic inflation spikes, seen the stock market ride the roller coaster of the AI revolution, and watched as “The Great Wealth Transfer” shifted from […]
For decades, the conversation around retirement planning has centered on a single, monolithic goal: “The Number.” Financial media and traditional planning tools often lead pre-retirees to believe that if they hit a specific savings milestone—whether it’s $1 million, $2 million, or a specific multiple of their salary—the hard work is over. At Agemy Financial Strategies, […]
When you hear the word “growth” in relation to your retirement portfolio, what comes to mind? It’s a simple question, but the answer is almost embarrassingly complex because the financial industry and everyday retirees speak two entirely different languages. Much like how ancient Greek had four different words to describe the nuances of “love,” the […]
When it comes to retirement planning, the vast majority of Americans have been taught a single, simple rule: Save as much as you can in your 401(k) or traditional IRA. We are told this is the path to security. And for the accumulation phase of your life, that advice is sound. You received a tax […]
Financial Literacy Month is a perfect opportunity to take stock of your finances, even if you’ve spent decades building wealth. For affluent retirees, financial literacy isn’t just about understanding dollars and cents; it’s about ensuring your wealth continues to serve you, your family, and your legacy. Even those with significant assets can face risks from […]
What if retirement didn’t mean watching your savings slowly disappear? What if, instead, your money continued to pay you, month after month, year after year, without depleting your principal? That’s the concept behind “getting paid to retire,” and for many retirees, it represents a powerful shift in how they think about income, security, and financial […]
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
Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
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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