Entries by Agemy Financial Strategies

How Much Will Your Social Security Check Increase in 2022?

Agemy Financial October 27, 2021 As fall arrives, the changing of the season can be an ideal time to revisit your financial plans with a fresh perspective. This includes what you can expect for your income and expenses for the year ahead. Social Security beneficiaries will soon see the biggest jump in monthly checks in 40 […]

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Should You Max Out Your 401(k)?

Agemy Financial September 22, 2021 Whether you’re nearing retirement or still in the workforce, you probably wonder if there’s enough in your 401(k) to sustain your golden years. The answer really depends on your personal financial situation. Here’s what you need to know… A 401(k) is a powerful retirement savings tool. If you have access to […]

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Why Estate Planning is Not Just for the Wealthy

Simply the word ‘Estate’ alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die. Spoiler alert: You don’t need millions or billions to get planning!  Estate planning is a financial strategy that prepares an individual to pass on […]

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5 Facts About Survivors Benefits

More than 5.9 million people were receiving Social Security survivor benefits in May 2021. Typically, monthly payments go to the spouse, or children of the person who was receiving Social Security benefits. In certain situations, parents, grandchildren or stepchildren of a late worker may also qualify for survivor benefits. Survivor benefits are based on the amount the […]

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Financial Planning Tips for Fall

Now that the dog days of summer are winding down, there are many reasons why you should make financial planning a priority this fall. Start by revisiting your savings goals and getting your financial health in tiptop shape before the year’s end. As the seasons change and we get closer to the end of the year, it’s […]

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Five Estate Planning FAQs

No matter how big your estate is, one day you will want to pass it on to your loved ones. But there is more to estate planning than simply writing a will. Throughout this Estate Planning FAQ Series, we hope that one or more of the following questions and answers will help you understand this […]

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Investing in Women

Both men and women want to achieve long term financial security. So how is financial planning for women different? No matter whether you are young, mature, married or single, financial planning should be a top priority for you.  It’s no secret that saving for retirement is important, yet many women face challenges in building their retirement […]

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5 Key Mistakes to Avoid in Retirement Planning

The pandemic has pushed individuals across the nation into thinking about their retirement plans – or for many, their lack of plans. No matter where you’re at in your retirement journey, the road to a successful, stress-free future lies in proactive planning and learning how to avoid financial potholes that could set you back even further.  […]

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