Entries by Agemy Financial Strategies

Healthcare & LTC Planning for Seniors

Agemy Financial Strategies August 14, 2024 August 21st is World Senior Citizens Day, a perfect time to celebrate our seniors and acknowledge their unique financial challenges in retirement.  Chances are, you’ll probably spend more in retirement than you think. Did you know that recent data shows a healthy 65-year-old couple might need over $395,000 for healthcare in retirement? At […]

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Managing Wealth in an Aging America

As America’s population ages, the financial landscape evolves, too. This demographic shift, often dubbed the “silver tsunami”, brings unique challenges and opportunities to wealth management. It’s an unprecedented phenomenon requiring new strategies and understanding.  If you are a Baby Boomer (born between 1946 to 1964), the retirement challenges that are just around the corner may seem […]

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Women’s Equality Day and Planning for Retirement

From National Women’s Day in South Africa to Women’s Equality Day here in the U.S, across the globe, the month of August holds particular significance when it comes to the power and progress of women. However, the current health and economic crisis has a severe impact on women’s financial and retirement security. Here’s why a number of […]

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Financial Strategies for Baby Boomer Retirement Success

Agemy Financial Strategies August 06, 2024 Baby Boomer Recognition Day is on August 17th. With retirement becoming a reality for so many Baby Boomers across the nation, it’s essential to have a robust financial plan in place. Baby boomers hold roughly 51% of the wealth in the United States. That’s not just a substantial amount of […]

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Understanding the Tax Implications of Your Investments

Agemy Financial Strategies September 06, 2024 Many investors focus on growing their retirement portfolios to help ensure a comfortable future. However, one crucial aspect often overlooked is the tax implications of those investments.  Taxes can significantly impact your retirement savings, reducing the money available to enjoy your golden years. Understanding how taxes affect your investments […]

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Succession Planning For Retirement

Retirement presents a distinctive challenge for business owners and industry leaders: ensuring their organization’s continuity and prosperity. This is where succession planning becomes crucial.  Your retirement is likely to require that someone takes your place in the future. Succession planning involves anticipating that need.  In this blog, we will delve into the importance of succession […]

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Exploring Retirement in Connecticut: A Comprehensive Review

Agemy Financial Strategies August 02, 2024 As we celebrate National Connecticut Day on August 10th, consider the possibilities of retiring in the Nutmeg State and the valuable support Agemy Financial Strategies can offer in planning your retirement journey.  Whether you’re drawn to Connecticut’s natural beauty, cultural vibrancy, or culinary delights, retiring in the Constitution State […]

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Managing Retirement Risks: Protecting Your Nest Egg

Retirement is a milestone that many people eagerly anticipate, and attaining a sizeable nest egg is the goal for many. However, even with substantial savings, it is crucial to manage retirement risks effectively to protect and grow your nest egg. In this blog, we will explore the essential strategies retirees can employ to safeguard their […]

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Succession Planning for Business Owners Nearing Retirement

Agemy Financial Strategies July 18, 2024 As a small business owner, you’ve likely invested years, perhaps even decades, into building your SMB. Despite this dedication, it’s not uncommon for small business owners to overlook the crucial aspect of succession planning. In fact, two-thirds of family businesses do not have a documented and communicated succession plan. A well-crafted […]

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