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Estate planning may not typically rank high on your priority list, but it is crucial to create a plan for the benefit of your family’s future and your peace of mind. Continue reading below to discover how to safeguard your assets while leaving a lasting legacy. Understanding The Importance of Estate Planning Estate planning is a […]
The unpredictability of financial markets can disrupt even the best-laid retirement plans. This Financial Literacy month, let’s take some time to reflect on the importance of retirement planning with confidence amid financial turmoil. Retirement should be about spending time with those you love, enjoying the perks of free time, and having the money you need to achieve […]
Taxes – they’re a fact of life. Whether you love them or loathe them, they’re essential to living in a modern society. But navigating the murky waters of tax laws and regulations can often feel like deciphering a cryptic code. Read on to discover strategies to help mitigate the effects of taxes on your nest […]
As the seasons transition and we look forward to warmer days ahead, change sweeps not only through the natural environment but our financial world, too. For high-net-worth investors, spring signals a prime time to review financial plans, especially when it comes to estate planning. In the hustle and bustle of everyday life, it’s easy to […]
As Americans approach their mid-sixties, they will encounter a significant milestone known as ‘Peak 65’. This phenomenon can have profound implications for retirement plans. According to the U.S. Census Bureau’s projections, by 2030, all baby boomers born from 1946 through 1964 will have reached the age of 65 or older. This demographic shift signifies that […]
As you approach retirement, protecting your wealth becomes increasingly important. After all, you’ve spent decades building up your nest egg, and you want to ensure that it lasts as long as you do. It’s no secret that it’s hard to plan for retirement. In addition to growing a sizeable nest egg, you must protect it […]
Spring is the perfect time to take a fresh look at your finances and make some changes that can help you achieve your financial goals. American investors are worried about retirement. One survey recently revealed that 82% of those married and in their late 40s who had dependents were more afraid of outliving their money than they were […]
International Women’s Day, observed annually on March 8th, is a reminder of the battle and ongoing journey toward gender equality and empowerment. It’s a day dedicated to recognizing and uplifting women from all walks of life, including those approaching retirement age. Despite strides made toward equal rights, women continue to encounter challenges in securing their […]
Women have a variety of responsibilities that affect their financial planning needs. Estate planning can often be put on the backburner to cater for more immediate needs, but this could have serious financial consequences for you and your family further down the line. This International Women’s Day, choose the right estate planning tools that meet […]
Worried about how potential Social Security changes will affect your pot of gold? Don’t leave your retirement income to chance this St. Patrick’s Day; take control of your financial future by planning Social Security into your retirement plan. According to the Social Security Administration, in 2023, an average of almost 67 million Americans per month will […]
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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