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Understanding the Difference Can Make or Break Your Retirement You’ve worked hard to build a nest egg. Maybe you’ve recently retired or are planning to. You have savings, a 401(k), maybe even a buyout offer or pension lump sum, and now you’re asking the million-dollar question: How should I invest this money to last the rest […]
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 […]
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 […]
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 […]
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 […]
When most people think about retirement, they imagine freedom, travel, family time, and enjoying the fruits of a lifetime of hard work. But beneath those dreams often lies a lingering fear: “Will I run out of money?” The truth is, many retirees are making the same critical mistake—they’re chasing growth in the stock market rather […]
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. […]
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 […]
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
1570 Boston Post Road
Suite 400
Guilford, CT 06437
Toll-Free: 800.725.7616
Office: 203.738.0026
Office: 303.524.2293
Fax: 203.738.0029
Connecticut Office Address: 1570 Boston Post Road, Suite 400, Guilford, CT 06437
Colorado Office Address: 7900 E Union Ave Ste. 1100 Denver, CO 80237
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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