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Longevity is rewriting the retirement rulebook. With Americans reaching age 65 now expecting to live an additional 20 years on average, and nearly one in seven making it past 95, the need for a reliable, long-lasting income has never been more critical. Building wealth and creating a steady income stream to support you through the decades […]
The world of retirement planning is changing in 2024, including a nationwide crackdown on “Junk Fees.” Here’s what you need to know. The landscape of financial advising is abuzz with new insights and strategies as we approach the upcoming year. Most recently, President Biden has announced that the Department of Labor will propose a new rule […]
With today’s shifting market conditions, it’s vital to understand the benefits and challenges of each real estate investment strategy. Should you prioritize cash flow for steady income, aim for appreciation to maximize long-term growth, or perhaps combine both for a balanced approach? Each strategy offers unique advantages, and understanding their differences can help you build […]
Retiring with ample wealth is a universal goal, and saving up cash is a common strategy to achieve a carefree retirement. But is it possible to over-save for your golden years? The answer could surprise you. To save or not to save. That is the question… Since childhood, a common lesson is to save our […]
With rising global market uncertainties and volatility, retirees are turning to stable, income-generating investments that offer growth potential. Corporate bonds have become a popular choice for individuals approaching retirement. A Federal Reserve study states that corporate bonds make up around 25% of all fixed-income investments in retirement portfolios, highlighting their significance in retirement planning. Unlike stocks, […]
In a world where technology is rapidly advancing, many are turning to AI for questions ranging from health concerns to intricate coding. But is this a sustainable long-term solution when planning for retirement? Let’s find out! There’s no doubt that technology has become an integral part of our lives, including how we manage our money. […]
We’re thrilled to share a joyous milestone with our clients and community: Daniel J. Agemy, CPM®, RFC® of Agemy Financial Strategies has married the love of his life, Nadia! Nestled between the crystalline waters of the Caribbean Sea and the lagoon of Bahia Petempich, Hyatt Ziva Riviera Cancun, the beautiful couple tied the knot in a stunning […]
Financial independence often takes center stage in retirement planning for high-net-worth individuals (HNWIs), with 80% prioritizing it as their top personal finance goal. Building a portfolio that generates reliable income while preserving wealth is essential to achieving that independence. In this blog, we’ll explore key strategies to help you maximize income from your investments and help a […]
With evolving economic landscapes and fluctuating property values, a common question arises: Is real estate investment income still a good model for today’s investors approaching retirement? Real estate has long been considered a stable and lucrative investment for many high-net-worth individuals (HNWIs). The appeal of steady cash flow from rental properties, long-term appreciation, and tax […]
In 2024, despite global geopolitical tensions and economic uncertainties, the world’s economy has shown remarkable resilience and steady growth. For those looking to enjoy a comfortable retirement, however, it’s not enough to rely on general market trends. The key to financial security lies in building a well-balanced, carefully managed investment portfolio that can weather both […]
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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Office: 203.738.0026
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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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