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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. […]
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 […]
As we approach the halfway mark of 2025, it’s time to ask a crucial question: Is your investment portfolio still working in your favor—and are there hidden opportunities in today’s volatility that you may be overlooking? This year’s economic environment remains a complex rollercoaster. Core inflation—which excludes food and energy—measured 2.8% year-over-year in April, matching […]
How Tariffs, Trade Wars, and Federal Policies Impact RMDs and Roth IRAs As 2025 unfolds, the global economic landscape continues to present new challenges for retirees. Market volatility, trade disputes, and shifting federal policies have all introduced fresh risks—particularly for those managing IRAs, 401(k)s, and non-qualified retirement accounts. At Agemy Financial Strategies, with offices in […]
With today’s economic volatility—rising interest rates, inflation pressures, tariff rollercoasters, and shifting housing demands—it’s more important than ever for retirees to not only generate income from real estate but also protect those investments against downside risk. Here’s how to approach real estate strategically in turbulent times. Understanding the Real Estate Landscape in Connecticut and Colorado […]
In honor of National Small Business Week | May 4–10 At Agemy Financial Strategies, we believe that small business owners are the backbone of the American economy. With offices in Denver, CO and Guilford, CT, our team of fiduciary advisors proudly serves entrepreneurs who work tirelessly to grow their businesses, support their families, and serve […]
Bitcoin has emerged as a key player, often referred to as “digital gold” due to its scarcity and security. The establishment of the U.S. Bitcoin Strategic Reserve and the Digital Assets Stockpile, announced by the White House in March 2025, marks a significant moment in integrating cryptocurrencies into the broader financial ecosystem. For Americans approaching […]
The retirement landscape is shifting dramatically as the largest wave of Americans in history reaches the traditional retirement age. Known as the “Peak 65” generation, this group represents a pivotal moment in retirement planning. In 2025,an average of 11,400 Americans will turn 65 each day, setting a historic milestone with 4.18 million people reaching the […]
Trade policies and tariffs are pivotal in shaping financial markets in an increasingly interconnected global economy. Whether it’s new tariffs on imported goods, renegotiated trade agreements, or shifting geopolitical tensions, policy changes can have far-reaching consequences for investors. After a volatile week of market swings, the S&P 500 rose 9.52%, the Dow Jones Industrial Average […]
Tax season is here, and staying ahead of Colorado’s tax landscape is crucial for individuals, families, and business owners alike. Surprisingly, Denver ranks #4 nationwide among the most procrastinating cities when filing taxes—a reminder that early planning can make a significant difference in avoiding last-minute stress and potential tax pitfalls. Whether you’re a retiree, investor, […]
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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