Entries by Agemy Financial Strategies

Avoid the RMD Tax Trap: How to Handle Distributions Wisely

Agemy Financial Strategies September 16, 2024 We’re all familiar with Required Minimum Distributions (RMDs), but new rules have made it more crucial than ever to plan carefully. Failure to do so could result in a costly tax burden and erode your retirement savings. In this blog, we’ll explore strategies to optimize your RMDs and avoid […]

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Generational Wealth Tips for High-Net-Worth Investors

Wealth expands life choices, and generational wealth offers greater freedom by eliminating financial worries and offering the next generation a significant financial advantage. Here’s how to protect your assets to transfer your wealth to your family and loved ones efficiently.  Generational wealth—sometimes referred to as intergenerational wealth, multigenerational wealth, legacy wealth, or family wealth—is financial assets […]

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Stages of Retirement Income Management

Managing your money effectively during retirement requires a combination of strategic decisions and a solid financial plan. Let’s explore some key strategies to help you maintain financial control throughout your golden years. Controlling your finances during retirement can directly influence your quality of life and peace of mind during your golden years. Seventy-one percent of […]

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Five Star Wealth Manager Award Winners

Agemy Financial Strategies September 03, 2024 Looking for a fiduciary financial advisor and wealth manager? How do you know if your financial advisor has your best interests at heart? We understand it’s a big decision to partner with a financial advisor. Here’s why you should work with the award-winning financial planning team at Agemy Financial […]

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Financial Tips for National Preparedness Month

Happy September and National Preparedness Month – a great reminder of the importance of preparing for unexpected events. Whether you face financial challenges from a global pandemic or a volatile economy, it’s essential to have a plan in place. Here’s what you need to know. This year, millions of households are coping with serious financial challenges […]

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Investing for Retirees 101

Agemy Financial Strategies August 24, 2022 Saving for retirement is a top financial priority for most Americans. But once you hang up your hat, you shouldn’t necessarily stop thinking about saving and investing. Here’s the ins-and-outs of investing for retirees in a a volatile climate. There is no doubt that we are in a bear market. […]

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How to Make Your Dream Retirement a Reality

Agemy Financial Strategies August 21, 2024 Retirement is often viewed as the ultimate reward for decades of hard work—a time to relax, pursue passions, and enjoy life without the demands of a 9-to-5 job. However, transforming this vision into reality requires more than daydreaming; it demands purposeful planning and strategic action.  In this blog, we’ll […]

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Your Roadmap To Retiring In Connecticut

The state of Connecticut has a lot to offer retirees. If you’re considering retiring here, you’ll need a well-thought-out plan. Here’s what you need to know. Connecticut is known for many fabulous reasons. Its four-season climate, Ivy League universities, and rich history are all things to admire. When the time to retire comes, many residents […]

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