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A K-shaped economy means different groups of Americans are experiencing very different financial realities, and that split is now showing up clearly in 2025 income and 2026 tax return outcomes. If you are a high earner, investor, or homeowner, your tax picture in this environment may look very different from that of workers with flat […]
An educational guide for retirees and pre‑retirees, prepared by Agemy Financial Strategies Estate planning is about far more than drafting a will. For those approaching and in retirement, it is a critical part of protecting what you’ve built, caring for loved ones, and helping ensure your money is transferred according to your wishes — not […]
For individuals with substantial retirement savings — especially those navigating multi-million-dollar portfolios — Required Minimum Distributions (RMDs) can be one of the most complex and impactful aspects of retirement planning. RMDs are mandated by the IRS to help ensure that tax-deferred retirement assets eventually generate taxable income. While the rules can be straightforward for smaller […]
For decades, retirees and financial planners have relied on the “4% rule” as a guiding principle for safe withdrawal rates in retirement. First introduced in the 1990s by financial planner William Bengen, this rule suggests that retirees can safely withdraw 4% of their portfolio in the first year of retirement, adjusting for inflation each year […]
At Agemy Financial Strategies, we’re here to help you retire – AND STAY RETIRED. Turning 60 is a milestone that prompts reflection—not just on life, but on money. If you have $2 million in a Roth IRA and a projected $2,000 monthly Social Security benefit, it’s natural to wonder: Does this mean I’m ready to […]
When it comes to managing your financial life, retirement planning, investing, estate strategies, or navigating market volatility, one of the most important decisions you’ll make is who you trust with your money. Yet for many people, understanding the difference between various types of financial professionals and the level of care they provide can be confusing. […]
Retirement is one of life’s most exciting transitions. After decades of working and saving, you finally get the chance to enjoy the lifestyle you’ve dreamed of: travel, hobbies, family time, and the freedom to pursue your passions. But along with that freedom comes an important question: How long will your retirement savings last – especially […]
Many HNWI were left frustrated by their monumental tax bill in 2025. In 2026, Agemy Financial Strategies is here to guide you on keeping more of what you earn this year — thoughtfully, legally, and strategically. As markets evolve and tax law adjusts for inflation and policy, a tax-aware investment plan is no longer a […]
Financial Wellness Month is an opportune time to pause and assess your financial health; not just for today, but for the long-term stability and enjoyment of your retirement years. For high-net-worth individuals (HNWI), retirement planning often involves complexities beyond those faced by the general population. Balancing asset preservation, tax efficiency, legacy planning, and lifestyle goals […]
If you’re planning retirement income for 2026, Required Minimum Distributions (RMDs) remain one of the most important, and sometimes confusing, tax and cash-flow rules to manage. Over the last few years, Congress and the IRS have made several changes that affect when RMDs begin, how they’re calculated, and which accounts they apply to. This post […]
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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