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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 […]
The Federal Reserve’s recent decision to lower interest rates for the first time in four years has created a ripple effect throughout the economy. This move will likely impact every corner of the financial landscape, from housing markets to stock portfolios and businesses to consumer loans. Federal fund rates currently sit at 4.75% to 5%, and the […]
In 2023, charitable giving in the United States reached an impressive $557.16 billion. For many high-net-worth Americans approaching retirement, philanthropy becomes a central focus. It’s not just about the satisfaction of making a difference; it’s also about aligning generosity with financial strategies that maximize impact and tax efficiency. But navigating the complexities of charitable giving can be […]
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.
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