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For every investor, the world has become a hard place. But for those reaching retirement, pressure is significantly mounting. Here’s how to cope with a roller-coaster market on the lead up to your golden years. When you think of retirement, many Americans imagine a fun and relaxing lifestyle. However, preparing for retirement is no easy […]
We’ve said it before and we’ll say it again: Diversify your portfolio! This practice is designed to help reduce the volatility of your portfolio over time. Let’s take a deeper look. What does it mean to have a diversified portfolio? And why is it important? Diversifying your investments is a complicated process that requires spreading out your money […]
Inflation is on the increase around the world, with food and energy prices hitting record highs – exacerbated by the Russian invasion of Ukraine. But has inflation peaked? And what’s the fix? If you’re like most Americans, you may be wondering where all of your money is going at the end of the month. Inflation […]
Are you making the most of your 401(k)? A well-managed 401(k) is the cornerstone of a secure retirement, yet many people miss out on maximizing its potential. A recent survey reveals that while 57% of workers contribute to a 401(k) or company-sponsored savings plan, a staggering 41% are leaving money—and peace of mind—on the table. In this blog, we’ll […]
To maximize your 401(k), you’ll need to understand the types of investments offered, which are best suited for you, and how to manage the account going forward, among other strategies. Ask older Americans what they regret in their retirement planning, and chances are, they’ll say they wish they had started saving for retirement earlier. According to […]
Early retirement or late retirement – that is the question! If you’re thinking about retiring early, you’ll want to carefully weigh this life-changing decision. Here’s what you should know! Retirement plans can be affected by many factors, such as job loss, health, or family responsibilities. These issues can lead people to leave the workforce and retire sooner […]
Retirement planning is a process that maintains your finances throughout the course of your post-career years. This process essentially has 5 steps, knowing where to start, seeing how much money you’ll need, setting your priorities, choosing accounts and choosing investments. The retirement process begins ideally when you’re young, and when you can invest as aggressively […]
With the final hot snap of summer in the rearview mirror, it’s time to get your finances ready for the last few months of 2022. Having a fall financial checklist in place will allow you to make fall a financially productive season. It’s a great time to start thinking about what you can do to […]
Agemy Financial Strategies September 06, 2022 Connecticut is a state with a lot to offer. As you near retirement, your mind may wander to fulfilling your life’s dreams; and for many, that involves relocating. Here’s what you need to know about taxes if you’re moving to the Nutmeg State. Connecticut is a small state in […]
Agemy Financial Strategies August 30, 2022 The unique benefits of retiring in Colorado are never ending. If you’re planning on spending your golden years in this stunning state, here’s what you need to know about the tax benefits. If you’re planning on retiring in Colorado, the Centennial State has a lot to offer. Colorado is home […]
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.
Toll-Free: 800.725.7616
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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