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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, […]
Spring has sprung, and so has the annual rush of tax preparation—filled with calculations, paperwork, and looming deadlines. Surprisingly, 31% of Americans admit to putting off their tax filings, while 1 in 4 feel unprepared to tackle their 2025 returns. For Connecticut residents, understanding the state’s tax laws is essential to helping maximize deductions, avoiding penalties, and […]
Just as you declutter your living space, organizing your financial life can help you achieve long-term success in retirement planning. More than half (57 percent) of Americans working full-time, part-time, or temporarily unemployed feel behind on their retirement savings. If that sounds familiar, now is the time to take action. Spring cleaning your finances can help eliminate […]
For high-net-worth individuals (HNWIs) in Connecticut, Colorado, and across the US, estate planning is more than just drafting a will—it’s about making sure your wealth is preserved, transferred efficiently, and protected for future generations. Without a well-structured estate plan, your heirs may face unnecessary tax burdens, legal complications, and financial instability. Despite its importance, estate […]
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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