Entries by Agemy Financial Strategies

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What HNW Retirees Need to Know About Reduced Social Security Payments, Deductions & Roth Planning

In July 2025, millions of seniors across the U.S. saw their Social Security checks shrink, but not due to inflation or political battles. Instead, this reduction stems from the Social Security Administration’s effort to recoup overpayments made to recipients. For many Americans, this is causing stress, confusion, and financial uncertainty. Even for high-net-worth individuals (HNWIs) entering or navigating retirement, […]

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How to Create Consistent Income in Retirement

Retirement is not just about reaching the end of your working years; it’s about financial independence, lifestyle freedom, and peace of mind. But how can retirees achieve a consistent income without the security of a regular paycheck? The answer lies in a carefully crafted retirement income strategy. At Agemy Financial Strategies, we support individuals and families […]

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Why Fiduciaries Are the New Family Offices

A Smarter, More Secure Alternative for Managing Generational Wealth Family offices, once the gold standard for managing generational wealth among the ultra-high-net-worth (UHNW), are experiencing a surge in popularity. In fact, these exclusive financial entities now manage an estimated $3.1 trillion in global assets and continue to grow in both scope and scale. But despite their impressive rise, family […]

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Mid-Year Financial Check-In: Are You On Track for Your Retirement Goals?

As we move through the second half of the year, it’s the perfect time to reflect and evaluate where you stand on your path toward retirement. With headlines dominated by inflation, market volatility, rising interest rates, and uncertainty around future tax policy, staying on course can feel more challenging than ever. A mid-year financial check-in offers a […]

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Are You Overlooking This Crucial Piece of Your Retirement Plan?

When most people think about retirement planning, their minds instantly go to investment portfolios, 401(k)s, IRAs, or Social Security benefits. While those financial tools are essential, there’s another cornerstone of a secure and stress-free retirement that’s often underutilized or completely overlooked: insurance. As we observe Insurance Awareness Day on June 28, it’s the ideal time […]

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Is Your Retirement Strategy Built for an ‘Anything Can Happen’ Financial Landscape?

Ongoing reports and headlines highlight a mixed economic outlook, with some sectors showing resilience while others face headwinds due to tariffs and uncertainty. The recent contraction of the U.S. economy by 0.3% in the first quarter of 2025 may appear modest on paper, but for individuals approaching or in retirement, it can serve as a key signal. […]

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How Much Do I Need to Retire Comfortably in 2025?

Retirement is no longer a distant dream—it’s a financial milestone that requires careful planning, especially in a changing economic climate like 2025. One of the most common questions we hear at Agemy Financial Strategies is: “How much do I really need to retire comfortably?” The answer? It depends on your lifestyle, health, location, tax exposure, and goals. […]

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The Power of Compound Interest: How to Protect and Grow Your Retirement Nest Egg

From Warren Buffett and Charlie Munger to Albert Einstein and Chuck Akre, some of the greatest minds in finance (and science) have praised the power of compound interest. But what exactly makes it so powerful—and how can you put this timeless strategy to work for your own financial future? If you’ve spent the last several […]

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