This author has not written his bio yet.
But we are proud to say that Agemy Financial Strategies contributed 277 entries already.
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 […]
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 […]
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.
Copyright 2026 Agemy Financial
Powered by: Onimod Global
