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Navigating Retirement in a Shifting Economy
News, Retirement PlanningHow 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 […]
How to Protect Your Real Estate and Optimize Income In Turbulent Times
News, Real Estate, Retirement Income PlanningWith 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 […]
Financial Planning Tips for Small Business Owners
Financial Planning, NewsIn 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 […]
U.S. Bitcoin Strategic Reserve: What It Means for Your Portfolio
Investment Management, NewsBitcoin 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 […]
Turning 65 In 2025? Here’s How To Plan For A Confident Retirement
News, Retirement Income Planning, Retirement PlanningThe 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 & Tariffs: How Policy Changes Could Impact Your Portfolio
News, TariffsTrade 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 […]