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November marks Long‑Term Care Awareness Month, a time dedicated to raising public understanding about the challenges and planning needs associated with long-term care (LTC). For individuals preparing for, or already living in, retirement, this month offers an ideal moment to examine how LTC interlocks with a broader retirement strategy. With life expectancies increasing, the shifting cost […]
As the year winds down, this season is about more than celebrations and reflection—it’s an opportunity to make sure your finances are in top shape. By taking smart, proactive steps before December 31, you can strengthen your retirement savings, reduce your tax burden, and position yourself for a more secure financial future. At Agemy Financial Strategies, we emphasize the […]
October 31st is World Savings Day, a reminder not just to save, but to strategically preserve and grow wealth, particularly for high-net-worth individuals approaching or already in retirement. At Agemy Financial Strategies, we understand that for HNWIs, financial planning in the retirement years is less about accumulation and more about protection, tax efficiency, and legacy. Retirement is […]
Every year in October, communities across the United States come together to celebrate National Make a Difference Day. It’s a day dedicated to acts of kindness, volunteerism, and giving back to the people and causes that matter most. While volunteering your time is a meaningful way to make an impact, another powerful avenue is charitable giving, which […]
“Is $1 million enough to retire comfortably in Connecticut?” It’s one of the most asked questions in retirement planning, and the honest answer is: it depends. The short version: for some people in Connecticut, $1 million can fund a comfortable retirement if they plan carefully and have low housing or health-care burdens; for others, especially those facing […]
Retirement planning is a deeply personal journey, and one of the most pressing questions many Coloradans face is: “Is $1 million enough to retire comfortably in Colorado?” The answer is nuanced and depends on various factors, including lifestyle choices, healthcare needs, housing decisions, and tax considerations. At Agemy Financial Strategies, we believe in providing personalized financial guidance. This blog delves […]
The latest Federal Open Market Committee (FOMC) meeting delivered the Fed’s first quarter-point move in a direction many markets had been expecting: the Committee lowered the target range for the federal funds rate by 25 basis points to 4.00%–4.25%. The decision, and the supporting materials released alongside it, reflected a shift in the Fed’s assessment […]
One of the most critical aspects of retirement planning is managing taxes efficiently. Two key elements that can significantly impact your retirement income are Required Minimum Distributions (RMDs) and capital gains. Understanding these factors and implementing strategic planning can help you preserve more of your wealth and ensure your income lasts throughout retirement. In this blog, we’ll explore what […]
When you’ve spent years building wealth, the last thing you want is to watch it quietly drain away at the finish line. Yet that’s exactly what happens to many high-net-worth individuals (HNWIs): not through one catastrophic mistake, but through dozens of small, fixable gaps, what professionals call estate leakage. Estate leakage is the unintended loss of net […]
Every September, National Assisted Living Week (NALW) shines a spotlight on the people, places, and policies that support older adults as they age with dignity. It’s also the perfect reminder to assess how assisted living and long-term care (LTC) fit into your retirement plan. Whether you’re planning for yourself, a spouse, or a parent, the most expensive […]
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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