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Being good with finances is about more than just making ends meet. And when it comes to managing your financial future, there really is no time like the present. There are many factors that come into play when managing your finances. Such as changes in tax laws, inflation, increased healthcare costs, job security and more. […]
Is there a way to limit the impact of required minimum distributions (RMDs)? If you’ve built substantial savings in your tax-advantaged retirement accounts, you may become a victim of your own success. Proactive planning can help you avoid penalties and minimize taxes as you pull money out of your 401(k) or IRA. Retirement plans offer an array of benefits, from […]
The pandemic has had a big impact on saving for retirement, but things are starting to change now. With the economy rebounding, it’s a good time to get your retirement back on track with Agemy Financial. Since the pandemic started 16 months ago, hundreds of thousands of Americans have lost their lives, millions have lost […]
The road to retiring early isn’t easy. It takes time and discipline to earn, save, and invest as much as you possibly can. Many Americans dream of having more free time in their later years. Perhaps you want to relocate some place warmer. Or maybe you feel led to do volunteer work, or even set off on […]
Life insurance, first and foremost, is about protecting loved ones after you’re gone. But some insurance types can actually help you in retirement as well. Most people think of life insurance in terms of the payout it provides beneficiaries after the policyholder dies. But did you know that certain life insurance policies can financially assist you through […]
Not working with a financial planner? You could be missing out. If you are serious about building long-term wealth, Agemy Financial Strategies offers a variety of services you aren’t getting that you may not even know about. Deciding whether to get a financial advisor or manage your own investments is a big decision. But did […]
Agemy Financial Strategies December 29, 2021 The road to retirement may seem rocky at best, especially with the ever-changing legislation. Although everyone’s retirement is different, 2022 is going to have some big differences from 2021 that will affect almost every retiree and retirement saver to some degree. But fear not, Agemy Financial Strategies is here […]
September was a rocky month for the stock market and may have offered a stark preview of what the final weeks leading up to the presidential election will be like for Wall Street. Towards the end of the month, both the Dow Jones Industrial Average and the S&P 500 were flirting with correction territory, which […]
Two down and one to go. Or should I say two up and one to go? I’m talking, of course, about the top three major stock market indexes. In August, the S&P 500 joined the Nasdaq in surpassing its record peak high from before the start of the Covid-19 pandemic.* Only the Dow Jones Industrial Average has […]
In last month’s newsletter, I noted that July could be a pivotal month for the coronavirus crisis and the economy, and it was. Two big questions were answered: will spiking Covid-19 cases slow the economic reopening, and can the financial markets remain stable despite that slow down when faced with hard data about the pandemic’s […]
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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