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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 […]
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 […]
“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 […]
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) […]
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 […]
‘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 […]
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 […]
Estate Planning can be a difficult topic to prepare for – but nonetheless, it’s essential to have. Estate Planning is about more than just managing your assets and wealth. It’s also about making sure that your wishes are carried out, even when you’re not around to communicate them. When you take part in estate planning, you’re […]
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 […]
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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