Entries by Agemy Financial Strategies

What is a Phased Retirement?

Agemy Financial Strategies March 31, 2022 When it comes to retirement, the conversation is usually about money. Did you save enough? Did you start saving on time? Will it be enough to cover your expenses? Many retirees are taking the stress out of these concerns by choosing a phased retirement. But what is phased retirement, […]

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A Financial Crisis is a Retirement Crisis. Here’s How to Prepare.

Agemy Financial Strategies May 18, 2022 Crises during retirement can come in many forms: recession, divorce, pandemic, catastrophic medical expenses, natural disaster, disability, care for an elderly family member, or loss of an income source. However, we’re here to assure you that you can retire during a financial crisis, you’ll just need to prepare yourself. […]

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6 Goals To Have For Your Finances Before Retirement

Agemy Financial Strategies May 17, 2022 Retiring from work? Congratulations! But before you tick off your retirement bucket list, you need to tick off your retirement to-do list.  If there’s one thing this year has taught us, it’s that things can change quickly. Putting money away when you don’t have any immediate need for it […]

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Connecticut vs Colorado: Where to Retire?

Agemy Financial Strategies May 16, 2022 We’ve covered the pros and cons of retiring in Connecticut and Colorado, but in today’s blog, we compare the two to help make that life-changing decision a little easier.  Many people choose to move somewhere different to spend their golden years in a beloved place that provides comfort and resources. Whether you’re […]

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Pros and Cons of Retiring in Colorado

Agemy Financial Strategies May 04, 2022 Not many places on Earth compare to the beauty of Colorful Colorado. The unassuming plains, enticing terrain and abundance of wildlife are just a few of the benefits that see so many flocking there to live out their retirement years. But is the hype well-deserved? Read on to find out more… […]

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Pros and Cons of Retiring in Connecticut

Agemy Financial Strategies May 03, 2022 Connecticut is known for many things including its picturesque landscape. Whether it’s jobs, housing, or culture you want to know about, we’ve looked in detail at some of the pros and cons of retiring in Connecticut to make your decision easier. As you near retirement, your mind may wander […]

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What is Reverse Estate Planning?

Agemy Financial Strategies April 18, 2022 Most Americans follow the “classic” method of estate planning, that goes from older generations to their younger ones. However, that perspective doesn’t take into consideration some opportunities to increase family after-tax wealth. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth […]

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Holistic Financial Tips for Earth Day

Agemy Financial Strategies April 14, 2022 First held on April 22nd 1970, we appreciate the awareness that Earth Day has brought to protecting our environment and the urgency that it’s instilled in all of us. As we strive to better our world this Earth Day, there are some takeaways that we can apply to our […]

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TAX DAY: LAST MINUTE CHECKLIST FOR MONDAY’S DEADLINE

Agemy Financial Strategies April 13, 2022 If you’re reading this, chances are you’re running a bit late with your tax return this year. No worries, and no need to panic! Agemy Financial Strategies’ Fiduciary advisors are here to help you sort everything out just in time to make Monday’s deadline.  Tax Day is Monday, April […]

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Women and Financial Literacy: Facts You Should Know

Agemy Financial Strategies March 23, 2022 As National Women’s History Month comes to a close, we take a look at why financial planning for women is more important today than ever. Whether you are a working woman, a retired woman, a stay-at-home mom or a mom with a son or daughter in college, you have to think about your […]

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