Entries by Agemy Financial Strategies

Supporting Adult Children And Protecting Your Financial Health

Agemy Financial Strategies July 15, 2024 As a parent of adult children, you’ve likely asked yourself a crucial question: How can I support them financially without jeopardizing my financial security? When faced with their financial challenges, your initial impulse might be to assist them. However, this approach may not be the best strategy for achieving […]

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Building a Solid Retirement Portfolio: Essential Investments

Building a retirement portfolio is essential for several reasons. Here, we’ll help you understand the fundamentals of building your retirement portfolio and the critical investments that can make it robust and sustainable. Retirement portfolios allow you to accumulate wealth over time, ensuring a stable income stream during retirement. About 27% of people 59 or older have […]

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4 Reasons Why Wealthy Pre-Retirees Need a Fiduciary

Agemy Financial Strategies July 10, 2024 Common misconceptions about fiduciary advisors often revolve around concerns about fees or the assumption that every financial professional operates under a fiduciary standard. However, it’s important to recognize that not all fiduciaries are alike. For wealthy pre-retirees, securing your financial future requires more than just smart investing—it demands comprehensive […]

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Navigating Bitcoin’s Role in Your Retirement Portfolio

Agemy Financial Strategies June 28, 2024 Cryptocurrencies are a risky investment with high volatility. However, Bitcoin remains highly relevant, especially for investors with long-term horizons.  Investing for retirement requires careful consideration of various asset classes to build a portfolio that balances growth potential with risk management. In recent years, Bitcoin has emerged as a provocative […]

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The Essential Guide to Estate Planning for Wealthy Retirees

Agemy Financial Strategies June 25, 2024 Estate planning might not be the most exciting topic, but it’s incredibly important, especially for wealthy retirees. Without a solid estate plan, your hard-earned wealth could be subject to unnecessary taxes and legal battles, and it might even end up in the wrong hands. Over the next 30 years, […]

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Treasury Inflation-Protected Securities: What Are TIPS?

Agemy Financial Strategies June 21, 2024 When it comes to securing your investments against inflation, one financial instrument stands out for its unique characteristics: Treasury Inflation-Protected Securities, commonly known as TIPS.  Protecting your hard-earned nest egg from inflation is crucial in today’s uncertain economic climate. TIPS may offer inflation protection and additional benefits as you […]

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5 Ways to Achieve a Happy Retirement

Agemy Financial Strategies June 17, 2024 Securing retirement happiness requires fighting against financial tunnel vision. While having a comfortable financial cushion is important, it’s just one piece of the puzzle, not the ultimate destination. Many Americans harbor ambitious aspirations for their retirement, with the average worker now aiming for $1.46 million to retire comfortably — a significant […]

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Retirement Savings: Are You on Track?

Are you on course for retirement? Are you SURE? Because building wealth is a marathon, staying focused for decades can feel daunting and discouraging. Below are some strategies you can use to check in with your retirement savings.  Retirement marks a significant turning point in our lives, representing the culmination of years of hard work and the […]

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Is Gold The Missing Piece In Your Portfolio?

Agemy Financial Strategies June 12, 2024 Gold continues to capture the attention of investors seeking to diversify their portfolios and hedge against economic uncertainties. But is gold the right choice for your investment strategy?  Fun fact time! Did you know that ALL gold originates from the depths of space, formed during supernova explosions billions of years […]

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