Entries by Agemy Financial Strategies

Navigating The Challenges of Long-Term Care

February 16th is National Caregivers Day, a day that honors individuals who selflessly provide care and support to those who need it most. If you are approaching retirement or even a care provider yourself, it’s also a great time to think about your own needs in your later years and how to navigate the challenges that come […]

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Facts About Long-Term Care This Caregivers Day

February 17th is National Caregivers Day – a day that honors individuals who selflessly provide personal care, and physical and emotional support to those who need it most. It’s also a great time to think about your own care needs in retirement, and what you can do to prepare for the monumental costs that come with it.  If […]

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What You Need To Know About Roth Conversions in 2024

Beginning a Roth Conversion journey in 2024 requires understanding the current tax intricacies and tailoring the approach to match your individual financial situation. If you have a traditional IRA, you might be interested in turning some or all of it into a Roth IRA. Roth conversions have maintained their status as a tried-and-true financial strategy, […]

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Navigating A Million-Dollar 401(k) Tax Maze

Working hard to save a million dollars in your 401(k) is a significant achievement on the road to a comfortable retirement. However, Uncle Sam can put a damper on your parade. Saving six figures for retirement is an impressive accomplishment, but many Americans must understand that taxes can be pivotal in how much of that […]

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Wealth Management Tips for Retired Couples

Wealth management is a critical aspect of retirement planning for couples in Connecticut, Colorado, and throughout the United States. It involves maximizing financial assets, reducing taxes and financial risks, and preserving wealth for future generations. This Valentine’s Day, give the gift of a secure financial future with Agemy Financial Strategies. Retirement planning as a couple can present a […]

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Inheritance Planning with Agemy Financial Strategies

Inheriting wealth and managing an estate can be a complex and emotional process. It is important to remember that inheriting wealth is not just about the money, but also the responsibility that comes with it. Death is not something anyone likes to talk about, yet it’s an unavoidable part of life and something you must […]

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Improve Your Financial Literacy with Agemy Financial Strategies

Increasingly, Americans are responsible for making their own savings decisions in order to accumulate sufficient resources to retire at the desired age and have an adequate retirement income. But you don’t have to go it alone. Here’s how to take charge of your golden years with Agemy Financial Strategies. In our ever-changing world, financial literacy […]

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Getting A Head Start On The 2023 Tax Season

It’s no secret we all dislike paying taxes, which is why many Americans tend to put off filing theirs until the last minute. If you want to avoid the April panic, planning ahead for the upcoming tax season is a smart move that can save you stress later on. A solid tax plan is especially […]

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Get a Head Start on Tax Season: Build a Tax-Smart Portfolio

For high-net-worth individuals (HNWIs) nearing retirement, preparing for tax season now can make a significant difference in preserving your wealth. Wealthy Americans contribute a significant share of the nation’s tax burden. According to a recent study, the top 1% of earners will contribute 23.9% of all taxes despite earning only 20.1% of total income. This disparity highlights […]

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Pros and Cons of Holding Digital Assets in a 401(k)

With the evolution of Bitcoin and other digital assets dominating the financial headlines for more than a decade, it stands to reason that many retirement investors are wondering if crypto has a place in their 401(k).  In this blog, we will explore the pros and cons of holding digital assets in a 401(k) or similar […]

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