Entries by Agemy Financial Strategies

Tax Filing Season Tips with Agemy Financial Strategies

It’s that time of the year… tax season. For the vast majority of Americans who aren’t tax-savvy, dealing with it can be overwhelming. Here’s our top tips to make this year’s tax returns as stress-free as possible.  Tax filing season is here and many don’t know how to file back their taxes. Many tax payers don’t fulfill […]

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Financial Goal Setting with Agemy

Retirement planning during a bear market is challenging enough. But the 2023 retirement outlook includes a host of other major threats, such as high inflation and rising interest rates. Here are our top six suggestions when setting financial goals for the year ahead. Looking back over the past few years, we have learned more than […]

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Year in Review with Agemy Financial Strategies

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. Here’s a look back at 2022 and what to expect for 2023 and beyond.  Can you believe we’re wrapping up the year? And what a year […]

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Who Needs Estate Planning in 2023?

Having a comprehensive retirement plan is one of the most important ways to help ensure financial freedom. But don’t forget to include an Estate Plan. Retirement planning paves the way for achieving life goals, managing medical emergencies, and becoming financially independent. Imagining life at 70 or older is one of the most challenging aspects of […]

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Preparing for a Potential Recession in 2023

“Before anything else, preparation is the key to success” – Alexander Graham Bell. Recession is very likely in America’s future, but it will take its time arriving. Here’s how to plan accordingly. There are some key economic indicators pointing to a recession in 2023. The most prominent being the Fed’s decision to continue to raise […]

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Last Chance to Max Out 401ks and Roth IRAs

Many Americans nearing retirement may think they have all their I’s dotted and t’s crossed. But what many fail to recognize is the importance of maximizing their 401(k)s and IRAs. Here’s how to make sure you’re not missing out on your well-deserved retirement money.  If you’re reading this, chances are you’re already contributing to your 401(k) […]

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5 Retirement Taxes You Should Know About for 2023

The IRS recently announced a number of changes to retirement savings accounts, social security and tax brackets for 2023. Additionally, the IRS issued technical guidance regarding the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for the 2023 tax year.  Planning for retirement is one of the most important financial tasks […]

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Cook Up an Estate Plan this Thanksgiving

‘Tis the season to surround yourself with your loved ones to enjoy one another’s company. With family together this holiday season, now is a perfect time to discuss estate planning. It’s also an ideal time to plan for the future.  While Estate Planning may not immediately be the first thing that comes to mind over […]

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How to Determine Risk Tolerance During Retirement

Knowing your risk tolerance can make the difference between a smart investor and a sorry investor.  Understanding your risk tolerance is essential in developing a successful retirement strategy. The overarching principle of risk is that the higher it is, the greater your potential for growth, but also the greater your potential for loss. Risk tolerance […]

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