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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 […]
When it comes to planning for retirement, most people focus on the obvious numbers: how much to save, what investments to hold, and how to maximize their Social Security benefits. Financial calculators, retirement apps, and investment gurus all seem to emphasize the same equation: save more, invest wisely, and retire comfortably. But here’s the truth: […]
A Strategic Guide for High-Net-Worth Retirees As the April 15 filing deadline approaches, most taxpayers are focused on getting documents organized and returns submitted. But for high-net-worth individuals nearing or already in retirement, March is not just about compliance; it is one of the final opportunities to influence your 2025 tax outcome and proactively position […]
Gold looks attractive in 2026 as a long‑term diversifier and potential inflation hedge, but it is volatile, richly priced, and should be used as a supporting asset, not a core growth engine. For Agemy Financial Strategies clients, many of whom are pre‑retirees or retirees, the key question is not “Is gold good?” but “How much, […]
A K-shaped economy means different groups of Americans are experiencing very different financial realities, and that split is now showing up clearly in 2025 income and 2026 tax return outcomes. If you are a high earner, investor, or homeowner, your tax picture in this environment may look very different from that of workers with flat […]
An educational guide for retirees and pre‑retirees, prepared by Agemy Financial Strategies Estate planning is about far more than drafting a will. For those approaching and in retirement, it is a critical part of protecting what you’ve built, caring for loved ones, and helping ensure your money is transferred according to your wishes — not […]
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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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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