Blog - Agemy Financial Strategies

Your Mid-Year Financial Check-Up: A Strategic Reset for High-Net-Worth Individuals

Financial Planning, Investment Management, News, Retirement Planning

For high-net-worth individuals (HNWIs), financial planning is rarely a once-a-year exercise. Markets shift, tax laws evolve, investment opportunities emerge, and personal priorities change, often faster than expected. That is why the middle…

The Retirement Trap & How to Avoid It

News, Retirement Income Planning, Retirement Planning

It was George Santayana who famously said, "Those who cannot remember the past are condemned to repeat it." In the world of finance, Andrew and Daniel Agemy—the father-son duo behind Agemy Financial Strategies—prefer a slightly more pointed…

The Retirement Blind Spot: Underestimating Longevity

News, Retirement Planning

When it comes to retirement planning, most Americans aren’t missing motivation; they’re missing perspective. And that gap in understanding could have serious financial consequences. A recent study from the TIAA Institute and the Global…

Business Owners and Retirement: Turning Your Company Into a Retirement Asset

Financial Planning, News, Retirement Income Planning

Celebrating National Small Business Week (May 3-9, 2026) Every year during the first week of May, the nation pauses to celebrate the engines of our economy: the small business owners. From the corner café to the mid-sized manufacturing plant,…

Retirement Planning in 2026: What Older Americans Are Getting Right (and Wrong)

News, Retirement Planning

Welcome to the mid-2020s. If you’re reading this in 2026, you’ve likely noticed that the retirement landscape looks significantly different from what it did even five years ago. We’ve navigated the post-pandemic inflation spikes, seen…

The Most Overlooked Costs in Retirement

News, Retirement Planning

For decades, the conversation around retirement planning has centered on a single, monolithic goal: "The Number." Financial media and traditional planning tools often lead pre-retirees to believe that if they hit a specific savings milestone—whether…

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.

Your Mid-Year Financial Check-Up: A Strategic Reset for High-Net-Worth Individuals

The Retirement Trap & How to Avoid It

The Retirement Blind Spot: Underestimating Longevity

Business Owners and Retirement: Turning Your Company Into a Retirement Asset

Retirement Planning in 2026: What Older Americans Are Getting Right (and Wrong)

The Most Overlooked Costs in Retirement

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