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Health Savings Accounts (HSAs) have become increasingly popular as a flexible and tax-efficient way to manage healthcare expenses and build savings for the future. With nearly 38 million HSAs in the United States as of 2024—a figure projected to exceed 43 million by 2027—it’s clear that more people are recognizing the value of this versatile financial tool. But […]
Why Choose Agemy Financial Strategies? Your Trusted Fiduciary Financial Advisors and Wealth Managers Finding a financial advisor who truly has your best interests at heart is no small decision. At Agemy Financial Strategies, we understand the weight of this choice and are here to provide the guidance, education, and expertise you need to confidently navigate […]
Bitcoin reached a historic milestone last month, surpassing $100,000 for the first time after doubling in value last year. Analysts predict that 2025 could usher in another transformative chapter for Bitcoin and other cryptocurrencies as the market cements its place as a dynamic and evolving asset class. So what’s driving this surge of investor enthusiasm, and why […]
Tax laws are shifting, and for individuals committed to preserving their wealth, staying ahead of these changes is more important than ever. With new adjustments to estate, gift, and generation-skipping transfer (GST) tax exemptions on the horizon, your decisions could have a lasting impact on your financial legacy. For high-net-worth individuals (HNWIs), understanding these updates […]
As Bitcoin and other cryptocurrencies continue to gain mainstream attention, more Americans are considering the role of digital assets in their retirement portfolios. The volatile nature of cryptocurrencies, combined with their potential for substantial gains, has piqued the interest of investors seeking alternative ways to secure their financial future. In this blog, we’ll explore the […]
Real estate has long been a cornerstone of wealth-building, offering opportunities for steady income, diversification, and long-term growth. For those approaching retirement, it’s not just about whether to include real estate in your portfolio—it’s about choosing the right approach to suit your goals and lifestyle. Deciding what to do with yourself in the period between […]
If you have substantial wealth, the need for estate planning becomes even more significant due to the complexity of your financial situation. But when should you start estate planning if you fall into the HNWI category? Estate planning is crucial for managing your wealth and protecting your assets so that they are distributed according to your […]
Planning for retirement is a complex journey, with numerous factors influencing your financial security. While a single issue may not derail your plans, a combination of common yet often overlooked risks can significantly impact your retirement outlook. A recent study found that nearly half of American households could run out of money in retirement if they […]
As we approach the end of 2024, reviewing your retirement goals is a prime opportunity. One essential aspect to consider? Required Minimum Distributions (RMDs). RMDs are a cornerstone of many retirement strategies, yet their complex rules and tax implications can make them challenging to navigate. Planning ahead can help you stay on track and optimize […]
Given the volatile year we’ve encountered, checking in on your retirement plan may make a lot of sense this December. As we approach the end of the year, it’s the perfect time for retirees to conduct a comprehensive financial checkup. December is not just a month for holiday cheer; it’s also an opportune moment to […]
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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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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