Latest News
Everything thats going on at Enfold is collected here
Hey there! We are Enfold and we make really beautiful and amazing stuff.
This can be used to describe what you do, how you do it, & who you do it for.
The Number 1 Piece of a Successful Retirement Plan You’re Probably Missing
News, Retirement Income PlanningWhen it comes to planning for retirement, most people focus on the obvious numbers: how much to save, what investments to hold, and how to maximize their Social Security benefits. Financial calculators, retirement apps, and investment gurus all seem to emphasize the same equation: save more, invest wisely, and retire comfortably. But here’s the truth: […]
Last-Minute Tax Moves Before April 15
News, Tax PlanningA Strategic Guide for High-Net-Worth Retirees As the April 15 filing deadline approaches, most taxpayers are focused on getting documents organized and returns submitted. But for high-net-worth individuals nearing or already in retirement, March is not just about compliance; it is one of the final opportunities to influence your 2025 tax outcome and proactively position […]
Is Gold a Good Investment in 2026?
Investment Management, NewsGold looks attractive in 2026 as a long‑term diversifier and potential inflation hedge, but it is volatile, richly priced, and should be used as a supporting asset, not a core growth engine. For Agemy Financial Strategies clients, many of whom are pre‑retirees or retirees, the key question is not “Is gold good?” but “How much, […]
The K-Shaped Economy and How It May Affect Your Tax Return
News, Stock MarketA K-shaped economy means different groups of Americans are experiencing very different financial realities, and that split is now showing up clearly in 2025 income and 2026 tax return outcomes. If you are a high earner, investor, or homeowner, your tax picture in this environment may look very different from that of workers with flat […]
Estate Tax Laws: What Retirees Should Know
Estate Planning, News, Tax PlanningAn educational guide for retirees and pre‑retirees, prepared by Agemy Financial Strategies Estate planning is about far more than drafting a will. For those approaching and in retirement, it is a critical part of protecting what you’ve built, caring for loved ones, and helping ensure your money is transferred according to your wishes — not […]
Managing RMDs on Multi-Million-Dollar Portfolios: A Strategic Guide for High-Net-Worth Investors
News, Retirement PlanningFor individuals with substantial retirement savings — especially those navigating multi-million-dollar portfolios — Required Minimum Distributions (RMDs) can be one of the most complex and impactful aspects of retirement planning. RMDs are mandated by the IRS to help ensure that tax-deferred retirement assets eventually generate taxable income. While the rules can be straightforward for smaller […]