Entries by Agemy Financial Strategies

Agemy’s Guide to Understanding Inflation in 2022

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 […]

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How to Manage Your 401(k) for Retirement Success

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 […]

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How to Manage Your 401(k) for Retirement Success

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 […]

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Is an Early Retirement for You?

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 […]

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Important Tasks & Decisions for Each Phase of Retirement Planning

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 […]

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Fall Financial Checklist for 2022

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 […]

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relocating-for-retirement-colorado-tax-laws-you-should-know

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 […]

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Women’s Equality Day: Women and Retirement Planning

Agemy Financial Strategies August 17, 2022 Happy Women’s Equality Day! In the 100 years since the ratification of the 19th Amendment, women have made substantial gains in educational attainment, employment, and earnings. However, the gender gaps persist — especially when it comes to retirement. On August 26, 1920, the 19th Amendment was ratified, giving women the […]

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how-to-save-more-money-for-retirement

Agemy Financial Strategies August 08, 2022 We all know it’s important to save for retirement. So why is it that when it comes to saving, most Americans fall short? If you’re worried about your retirement savings game, this blog is for you. Retirement can be a time of great joy, but it can also be a time of great stress. […]

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